Schneider Downs Wealth Management Advisors, LP Vanguard Value ETF Transaction History

Schneider Downs Wealth Management Advisors, LP

$478 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	BUY	$147.46 - $162.86 $239,769 - $264,810	1,626 New	1,626 $264,000

Others Institutions Holding VTV

# of Institutions

2,331

Shares Held

517M

Call Options Held

248K

Put Options Held

266K

Bank Of America Corp Charlotte, NC

118M
Shares

$21 Billion
1.74% of portfolio
Jones Financial Companies Lllp

52.2M
Shares

$9.25 Billion
9.35% of portfolio
Morgan Stanley New York, NY

29.1M
Shares

$5.15 Billion
0.37% of portfolio
Envestnet Asset Management Inc

19.8M
Shares

$3.51 Billion
1.14% of portfolio
Ubs Group Ag

13M
Shares

$2.3 Billion
0.5% of portfolio

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About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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