Copia Wealth Management Vanguard Value ETF Transaction History
Copia Wealth Management
- $135 Billion
- Q3 2025
A detailed history of Copia Wealth Management transactions in Vanguard Value ETF stock. As of the latest transaction made, Copia Wealth Management holds 5,922 shares of VTV stock, worth $1.11 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
5,922
              Previous 5,957
              
        
           0.59%
        
      
          
        Holding current value
$1.11 Million
            Previous $1.05 Billion
            
        
           4.9%
        
      
          
        % of portfolio
0.82%
            Previous 0.89%
          
        Shares
	  4 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