Org Wealth Partners, LLC Vanguard Value ETF Transaction History

Org Wealth Partners, LLC

$301 Billion
Q3 2024

A detailed history of Org Wealth Partners, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Org Wealth Partners, LLC holds 48 shares of VTV stock, worth $8,537. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$8,537

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 11, 2024	BUY	$159.75 - $174.57 $7,668 - $8,379	48 New	48 $8.46 Million

Others Institutions Holding VTV

# of Institutions

2,202

Shares Held

507M

Call Options Held

142K

Put Options Held

223K

Bank Of America Corp Charlotte, NC

115M
Shares

$20.5 Billion
1.65% of portfolio
Jones Financial Companies Lllp

51M
Shares

$9.07 Billion
9.46% of portfolio
Morgan Stanley New York, NY

29.2M
Shares

$5.19 Billion
0.37% of portfolio
Envestnet Asset Management Inc

20.1M
Shares

$3.57 Billion
1.15% of portfolio
Ubs Group Ag

12.5M
Shares

$2.22 Billion
0.5% of portfolio

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Org Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Wealth Partners, LLC with notifications on news.

Account

Org Wealth Partners, LLC Vanguard Value ETF Transaction History