Windsor Advisory Group, LLC Vanguard Small Cap Value ETF Transaction History
Windsor Advisory Group, LLC
- $113 Billion
- Q3 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 $558,851. This represents 0.5% of its overall portfolio holdings.
Number of Shares
2,720
Previous 2,720
-0.0%
Holding current value
$558,851
Previous $530 Million
7.03%
% of portfolio
0.5%
Previous 0.75%
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,797Shares Held
91.8MCall Options Held
70.1KPut Options Held
8.2K-
Bank Of America Corp Charlotte, NC15.4MShares$3.17 Billion0.23% of portfolio
-
Assetmark, Inc4.27MShares$876 Million1.95% of portfolio
-
Morgan Stanley New York, NY3.83MShares$787 Million0.05% of portfolio
-
Betterment LLC New York, NY3.1MShares$637 Million1.28% of portfolio
-
Wells Fargo & Company San Francisco, CA1.78MShares$365 Million0.07% of portfolio