Yukon Wealth Management, Inc. Vanguard Small Cap Value ETF Transaction History
Yukon Wealth Management, Inc.
- $280 Billion
- Q2 2025
A detailed history of Yukon Wealth Management, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Yukon Wealth Management, Inc. holds 3,335 shares of VBR stock, worth $660,163. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,335
Previous 4,483
25.61%
Holding current value
$660,163
Previous $835 Million
22.13%
% of portfolio
0.23%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,737Shares Held
92.9MCall Options Held
44.4KPut Options Held
7K-
Bank Of America Corp Charlotte, NC17MShares$3.37 Billion0.26% of portfolio
-
Assetmark, Inc4.36MShares$863 Million2.04% of portfolio
-
Morgan Stanley New York, NY3.93MShares$778 Million0.05% of portfolio
-
Betterment LLC New York, NY3.35MShares$664 Million1.48% of portfolio
-
Wells Fargo & Company San Francisco, CA1.8MShares$356 Million0.08% of portfolio