Compass Planning Associates Inc Vanguard Value ETF Transaction History
Compass Planning Associates Inc
- $98.9 Billion
- Q1 2025
A detailed history of Compass Planning Associates Inc transactions in Vanguard Value ETF stock. As of the latest transaction made, Compass Planning Associates Inc holds 132,978 shares of VTV stock, worth $21.9 Million. This represents 23.22% of its overall portfolio holdings.
Number of Shares
132,978
Previous 125,830
5.68%
Holding current value
$21.9 Million
Previous $21.3 Billion
7.83%
% of portfolio
23.22%
Previous 21.63%
Shares
2 transactions
Others Institutions Holding VTV
# of Institutions
2,567Shares Held
549MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$19.8 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$8.87 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.09 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.31 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.18 Billion0.42% of portfolio