Uptown Financial Advisors LLC Vanguard Value ETF Transaction History
Uptown Financial Advisors LLC
- $121 Billion
- Q3 2025
A detailed history of Uptown Financial Advisors LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 19,489 shares of VTV stock, worth $3.65 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
19,489
Previous 19,731
1.23%
Holding current value
$3.65 Million
Previous $3.49 Billion
4.22%
% of portfolio
2.99%
Previous 2.99%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,754Shares Held
586MCall Options Held
159KPut Options Held
38.8K-
Bank Of America Corp Charlotte, NC134MShares$25 Billion1.75% of portfolio
-
Jones Financial Companies Lllp54MShares$10.1 Billion6.9% of portfolio
-
Morgan Stanley New York, NY33.2MShares$6.22 Billion0.39% of portfolio
-
Envestnet Asset Management Inc21.9MShares$4.1 Billion1.26% of portfolio
-
Ubs Group Ag13.6MShares$2.55 Billion0.42% of portfolio