Olistico Wealth, LLC Vanguard Russell 1000 Value Et Transaction History

Olistico Wealth, LLC

$189 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 22, 2025	BUY	$73.19 - $85.21 $4,903 - $5,709	67 Added 46.53%	211 $18 Million
Q2 2024 Jul 09, 2024	BUY	$74.36 - $78.65 $10,707 - $11,325	144 New	144 $11 Million

Others Institutions Holding VONV

# of Institutions

552

Shares Held

110M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

28.5M
Shares

$2.56 Billion
0.18% of portfolio
Lpl Financial LLC Fort Mill, SC

10.5M
Shares

$946 Million
0.29% of portfolio
Morgan Stanley New York, NY

5.88M
Shares

$528 Million
0.03% of portfolio
Wellington Management Group LLP Boston, MA

5.28M
Shares

$474 Million
0.09% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.55M
Shares

$408 Million
1.0% of portfolio

About VANGUARD RUSSELL 1000 VALUE ET

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