Avantra Family Wealth, Inc. Vanguard Value ETF Transaction History

Avantra Family Wealth, Inc.

$107 Billion
Q4 2024

A detailed history of Avantra Family Wealth, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Avantra Family Wealth, Inc. holds 4,115 shares of VTV stock, worth $729,383. This represents 0.65% of its overall portfolio holdings.

Number of Shares

4,115

Holding current value

$729,383

% of portfolio

0.65%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$168.32 - $181.87 $692,636 - $748,395	4,115 New	4,115 $697 Million

Others Institutions Holding VTV

# of Institutions

2,343

Shares Held

518M

Call Options Held

248K

Put Options Held

266K

Bank Of America Corp Charlotte, NC

118M
Shares

$21 Billion
1.74% of portfolio
Jones Financial Companies Lllp

52.2M
Shares

$9.25 Billion
9.35% of portfolio
Morgan Stanley New York, NY

29.1M
Shares

$5.15 Billion
0.37% of portfolio
Envestnet Asset Management Inc

19.8M
Shares

$3.51 Billion
1.14% of portfolio
Ubs Group Ag

13M
Shares

$2.3 Billion
0.5% of portfolio

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Avantra Family Wealth, Inc. Vanguard Value ETF Transaction History