Aegis Wealth Management LLC Vanguard Value ETF Transaction History
Aegis Wealth Management LLC
- $167 Billion
- Q2 2025
A detailed history of Aegis Wealth Management LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Aegis Wealth Management LLC holds 22,379 shares of VTV stock, worth $4.21 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
22,379
              Previous 22,379
              
        
           -0.0%
        
      
          
        Holding current value
$4.21 Million
            Previous $3.87 Billion
            
        
           -0.0%
        
      
          
        % of portfolio
2.32%
            Previous 2.27%
          
        Shares
	  2 transactions
	
  Others Institutions Holding VTV
# of Institutions
2,695Shares Held
564MCall Options Held
211KPut Options Held
60.3K- 
    
      Bank Of America Corp Charlotte, NC128MShares$24.1 Billion1.7% of portfolio
- 
    
      Jones Financial Companies Lllp52.3MShares$9.83 Billion7.05% of portfolio
- 
    
      Morgan Stanley New York, NY32.7MShares$6.14 Billion0.39% of portfolio
- 
    
      Envestnet Asset Management Inc20.8MShares$3.91 Billion1.13% of portfolio
- 
    
      Ubs Group Ag13.8MShares$2.59 Billion0.44% of portfolio