Dakota Wealth Management
Position in VBR — VANGUARD SMALL-CAP VALUE INDEX FUND
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in VBR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 VBR | $341,082 | 1,570 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 VBR | $332,510 | 1,570 | Shares | Sole | 2026-08-26 | |
| 2025-09-30 VBR | $257,756 | 1,235 | Shares | Sole | 2026-08-26 | |
| No filing history on record for this holder in this stock. | ||||||