Nri Wealth Management Lc Vanguard Value ETF Transaction History

Nri Wealth Management Lc

$129 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Aug 07, 2024	SELL	$147.46 - $162.86 $314,237 - $347,054	-2,131 Closed	0 $0
Q4 2023 Aug 07, 2024	BUY	$131.82 - $149.95 $280,908 - $319,543	2,131 New	2,131 $319 Million

Others Institutions Holding VTV

# of Institutions

2,246

Shares Held

528M

Call Options Held

142K

Put Options Held

224K

Bank Of America Corp Charlotte, NC

115M
Shares

$19.8 Billion
1.65% of portfolio
Jones Financial Companies Lllp

51M
Shares

$8.78 Billion
9.46% of portfolio
Morgan Stanley New York, NY

29.2M
Shares

$5.02 Billion
0.37% of portfolio
International Assets Investment Management, LLC Orlando, FL

20.3M
Shares

$3.5 Billion
0.24% of portfolio
Envestnet Asset Management Inc

20.1M
Shares

$3.46 Billion
1.15% of portfolio

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

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