Nelson Capital Management, LLC Vanguard Value ETF Transaction History

Nelson Capital Management, LLC

$587 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Jul 17, 2018	SELL	N/A	-2,785 Closed	0 $0
Q1 2018 Apr 20, 2018	BUY	N/A	2,785 New	2,785 $287,000

Others Institutions Holding VTV

# of Institutions

2,293

Shares Held

536M

Call Options Held

248K

Put Options Held

266K

Bank Of America Corp Charlotte, NC

118M
Shares

$20.3 Billion
1.74% of portfolio
Jones Financial Companies Lllp

52.2M
Shares

$8.94 Billion
9.35% of portfolio
Morgan Stanley New York, NY

29.1M
Shares

$4.98 Billion
0.37% of portfolio
International Assets Investment Management, LLC Orlando, FL

20.3M
Shares

$3.48 Billion
0.24% of portfolio
Envestnet Asset Management Inc

19.8M
Shares

$3.39 Billion
1.14% of portfolio

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

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