High Net Worth Advisory Group LLC Vanguard Value ETF Transaction History
High Net Worth Advisory Group LLC
- $359 Million
- Q2 2025
A detailed history of High Net Worth Advisory Group LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 13,789 shares of VTV stock, worth $2.49 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
13,789
Previous 10,977
25.62%
Holding current value
$2.49 Million
Previous $1.88 Million
29.97%
% of portfolio
0.68%
Previous 0.55%
Shares
11 transactions
Others Institutions Holding VTV
# of Institutions
2,629Shares Held
562MCall Options Held
182KPut Options Held
65.4K-
Bank Of America Corp Charlotte, NC124MShares$22.5 Billion1.77% of portfolio
-
Jones Financial Companies Lllp54.1MShares$9.77 Billion8.4% of portfolio
-
Morgan Stanley New York, NY32.1MShares$5.8 Billion0.41% of portfolio
-
Envestnet Asset Management Inc20.2MShares$3.65 Billion1.17% of portfolio
-
Ubs Group Ag13.4MShares$2.43 Billion0.44% of portfolio