Big Sur Wealth Management LLC Vanguard Value ETF Transaction History
Big Sur Wealth Management LLC
- $383 Million
- Q4 2025
A detailed history of Big Sur Wealth Management LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 1,600 shares of VTV stock, worth $299,440. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,600
Previous 1,600
-0.0%
Holding current value
$299,440
Previous $298,000
0.34%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding VTV
# of Institutions
2,806Shares Held
589MCall Options Held
159KPut Options Held
36.6K-
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 Ag12.6MShares$2.37 Billion0.41% of portfolio