Windsor Advisory Group, LLC Vanguard Small Cap Value ETF Transaction History
Windsor Advisory Group, LLC
- $77.4 Billion
- Q1 2025
A detailed history of Windsor Advisory Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 2,720 shares of VBR stock, worth $514,025. This represents 0.65% of its overall portfolio holdings.
Number of Shares
2,720
Previous 2,720
-0.0%
Holding current value
$514,025
Previous $539 Million
6.0%
% of portfolio
0.65%
Previous 0.63%
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,704Shares Held
92.9MCall Options Held
42.9KPut Options Held
7K-
Bank Of America Corp Charlotte, NC17MShares$3.21 Billion0.26% of portfolio
-
Assetmark, Inc4.17MShares$789 Million2.15% of portfolio
-
Morgan Stanley New York, NY3.93MShares$743 Million0.05% of portfolio
-
Betterment LLC New York, NY3.35MShares$634 Million1.48% of portfolio
-
Wells Fargo & Company San Francisco, CA1.8MShares$340 Million0.08% of portfolio