Whitaker Myers Wealth Managers, Ltd. Vanguard Small Cap Value ETF Transaction History
Whitaker Myers Wealth Managers, Ltd.
- $357 Billion
- Q1 2025
A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 84,954 shares of VBR stock, worth $14.8 Million. This represents 4.44% of its overall portfolio holdings.
Number of Shares
84,954
Previous 77,468
9.66%
Holding current value
$14.8 Million
Previous $15.4 Billion
3.08%
% of portfolio
4.44%
Previous 4.48%
Shares
10 transactions
Others Institutions Holding VBR
# of Institutions
1,707Shares Held
96.1MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.22 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$697 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$672 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$618 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$418 Million0.45% of portfolio