Wealth Architects, LLC Vanguard Small Cap Value ETF Transaction History
Wealth Architects, LLC
- $793 Million
- Q2 2024
A detailed history of Wealth Architects, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Wealth Architects, LLC holds 132,160 shares of VBR stock, worth $26.5 Million. This represents 3.04% of its overall portfolio holdings.
Number of Shares
132,160
Previous 133,229
0.8%
Holding current value
$26.5 Million
Previous $25.6 Million
5.64%
% of portfolio
3.04%
Previous 3.46%
Shares
29 transactions
Others Institutions Holding VBR
# of Institutions
1,463Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.37 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$777 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$768 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$737 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$471 Million0.5% of portfolio