Montis Financial, LLC Vanguard Value ETF Transaction History

Montis Financial, LLC

$338 Million
Q1 2025

A detailed history of Montis Financial, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Montis Financial, LLC holds 2,410 shares of VTV stock, worth $413,122. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,410

Holding current value

$413,122

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 02, 2025	BUY	$167.73 - $179.21 $404,229 - $431,896	2,410 New	2,410 $416,000

Others Institutions Holding VTV

# of Institutions

2,600

Shares Held

557M

Call Options Held

182K

Put Options Held

65.4K

Bank Of America Corp Charlotte, NC

124M
Shares

$21.3 Billion
1.77% of portfolio
Jones Financial Companies Lllp

53M
Shares

$9.09 Billion
3.07% of portfolio
Morgan Stanley New York, NY

32.1M
Shares

$5.51 Billion
0.41% of portfolio
Envestnet Asset Management Inc

20.2M
Shares

$3.47 Billion
1.17% of portfolio
Ubs Group Ag

13.4M
Shares

$2.3 Billion
0.44% of portfolio

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Montis Financial, LLC Vanguard Value ETF Transaction History