Forum Private Client Group LLC Vanguard Value ETF Transaction History
Forum Private Client Group LLC
- $281 Billion
- Q3 2025
A detailed history of Forum Private Client Group LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Forum Private Client Group LLC holds 1,129 shares of VTV stock, worth $211,292. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,129
Previous 1,255
10.04%
Holding current value
$211,292
Previous $222 Million
5.05%
% of portfolio
0.08%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding VTV
# of Institutions
2,754Shares Held
586MCall Options Held
159KPut Options Held
34K-
Bank Of America Corp Charlotte, NC134MShares$25 Billion1.75% of portfolio
-
Jones Financial Companies Lllp54MShares$10.1 Billion6.9% of portfolio
-
Morgan Stanley New York, NY33.2MShares$6.22 Billion0.39% of portfolio
-
Envestnet Asset Management Inc21.9MShares$4.1 Billion1.26% of portfolio
-
Ubs Group Ag13.6MShares$2.55 Billion0.42% of portfolio