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Balance Wealth LLC Has $10.11 Million Position in Vanguard Small-Cap Value ETF $VBR
Chronological Source Flow
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AI Fusion Summary
Balance Wealth LLC cut Vanguard Small‑Cap Value ETF 52.5% to 47,740 shares ($10.1M); Brighton Jones 1.9% to 23,239 shares; Clayton Financial Group 28.9% to 42,721 shares ($9.05M); BIP 7.4% to 29,729 shares ($7.67M); Ervin trimmed 93.4%, leaving 1,586 shares ($336K).
#VANGUARD_SMALL_CAP_VALUE_ETF
#BALANCE_WEALTH
#CLAYTON_FINANCIAL
#BIP_WEALTH
#ERVIN_INVESTMENT
#HEGDE_FUNDS
#SEC_13F
#US_MARKETS
08/04 10:38
defenseworld.net
4 Πηγές
Balance Wealth LLC Has $10.11 Million Position in Vanguard Small-Cap Value ETF $VBR
Balance Wealth
Vanguard Small‑Cap Value ETF
VBR
hedge fund
13F filing
Brighton Jones
08/04 11:53
defenseworld.net
Vanguard Small-Cap Value ETF $VBR Stock Position Increased by Clayton Financial Group LLC
POLITICS
COMPANIES
SEC FILING ARTICLES
08/04 12:10
defenseworld.net
BIP Wealth LLC Grows Position in Vanguard Small-Cap ETF $VB
COMPANIES
SEC FILING ARTICLES
POLITICS
08/04 13:14
defenseworld.net
Ervin Investment Management LLC Sells 22,431 Shares of Vanguard Small-Cap Value ETF $VBR
COMPANIES
POLITICS
SEC FILING ARTICLES
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