Wfa Of San Diego, LLC Vanguard Value ETF Transaction History

Wfa Of San Diego, LLC

$116 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	BUY	$134.74 - $142.42 $25,465 - $26,917	189 New	189 $26,000
Q4 2022 Jan 31, 2023	BUY	$124.69 - $146.24 $23,566 - $27,639	189 New	189 $26,000

Others Institutions Holding VTV

# of Institutions

2,296

Shares Held

536M

Call Options Held

248K

Put Options Held

266K

Bank Of America Corp Charlotte, NC

118M
Shares

$20.2 Billion
1.74% of portfolio
Jones Financial Companies Lllp

52.2M
Shares

$8.89 Billion
9.35% of portfolio
Morgan Stanley New York, NY

29.1M
Shares

$4.95 Billion
0.37% of portfolio
International Assets Investment Management, LLC Orlando, FL

20.3M
Shares

$3.46 Billion
0.24% of portfolio
Envestnet Asset Management Inc

19.8M
Shares

$3.37 Billion
1.14% of portfolio

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

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