Valley Financial Management, Inc. Vanguard Russell 1000 Growth E Call Options Transaction History

Valley Financial Management, Inc.

$193 Billion
Q2 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding VONG

# of Institutions

655

Shares Held

142M

Call Options Held

11.7K

Put Options Held

1.5K

Bank Of America Corp Charlotte, NC

30M
Shares

$2.98 Billion
0.25% of portfolio
Avantax Advisory Services, Inc.

10.6M
Shares

$1.06 Billion
7.24% of portfolio
Morgan Stanley New York, NY

6.08M
Shares

$605 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

4.69M
Shares

$467 Million
0.22% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.61M
Shares

$458 Million
1.33% of portfolio

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