West Financial Advisors, LLC Vanguard Small Cap Value ETF Call Options Transaction History
West Financial Advisors, LLC
- $573 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding VBR
# of Institutions
1,742Shares Held
91.9MCall Options Held
59.5KPut Options Held
3.1K-
Bank Of America Corp Charlotte, NC15.2MShares$3.02 Billion0.22% of portfolio
-
Assetmark, Inc4.36MShares$865 Million2.04% of portfolio
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Morgan Stanley New York, NY3.93MShares$780 Million0.05% of portfolio
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Betterment LLC New York, NY3.2MShares$635 Million1.33% of portfolio
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Wells Fargo & Company San Francisco, CA1.81MShares$359 Million0.08% of portfolio