Wmg Financial Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Wmg Financial Advisors, LLC
- $246 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding VBR
# of Institutions
1,755Shares Held
91.5MCall Options Held
58.1KPut Options Held
3.1K-
Bank Of America Corp Charlotte, NC15.2MShares$3.2 Billion0.22% of portfolio
-
Assetmark, Inc4.36MShares$916 Million2.04% of portfolio
-
Morgan Stanley New York, NY3.87MShares$812 Million0.05% of portfolio
-
Betterment LLC New York, NY3.2MShares$672 Million1.33% of portfolio
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Wells Fargo & Company San Francisco, CA1.81MShares$380 Million0.08% of portfolio