Capital Advantage, Inc. Vanguard Value ETF Transaction History

Capital Advantage, Inc.

$547 Million
Q4 2024

A detailed history of Capital Advantage, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Capital Advantage, Inc. holds 1,922 shares of VTV stock, worth $335,158. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,922

Holding current value

$335,158

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$168.32 - $181.87 $323,511 - $349,554	1,922 New	1,922 $325,000

Others Institutions Holding VTV

# of Institutions

2,530

Shares Held

543M

Call Options Held

539K

Put Options Held

93.6K

Bank Of America Corp Charlotte, NC

120M
Shares

$21 Billion
1.74% of portfolio
Jones Financial Companies Lllp

53.9M
Shares

$9.39 Billion
8.7% of portfolio
Morgan Stanley New York, NY

30.9M
Shares

$5.38 Billion
0.38% of portfolio
Envestnet Asset Management Inc

20.1M
Shares

$3.51 Billion
1.13% of portfolio
Ubs Group Ag

13.2M
Shares

$2.31 Billion
0.42% of portfolio

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About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Capital Advantage, Inc. Vanguard Value ETF Transaction History