Big Sur Wealth Management LLC Vanguard Value ETF Transaction History
Big Sur Wealth Management LLC
- $378 Million
- Q3 2025
A detailed history of Big Sur Wealth Management LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 1,600 shares of VTV stock, worth $300,768. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,600
Previous 1,600
-0.0%
Holding current value
$300,768
Previous $282,000
5.67%
% of portfolio
0.08%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding VTV
# of Institutions
2,702Shares Held
565MCall 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