Vestia Personal Wealth Advisors Vanguard Russell 2000 Value Et Transaction History

Vestia Personal Wealth Advisors

$106 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	BUY	$128.57 - $139.92 $329,524 - $358,614	2,563 New	2,563 $344 Million

Others Institutions Holding VTWV

# of Institutions

155

Shares Held

2.39M

Call Options Held

1.3K

Put Options Held

500

Bank Of America Corp Charlotte, NC

477K
Shares

$74.8 Million
0.01% of portfolio
Pathstone Holdings, LLC Englewood, NJ

157K
Shares

$24.7 Million
0.1% of portfolio
Morgan Stanley New York, NY

119K
Shares

$18.7 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

107K
Shares

$16.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

96K
Shares

$15.1 Million
0.01% of portfolio

About VANGUARD RUSSELL 2000 VALUE ET

Ticker VTWV
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