SEC 13F Intelligence

Berman Capital Advisors, LLC / VTV

Berman Capital Advisors, LLC’s Vanguard Index Fds Position

Does Berman Capital Advisors, LLC own Vanguard Index Fds (VTV)? Yes — 68.5K shares worth $9M (+1.46% of its 13F portfolio) as of Q3 2021, up from 68.2K shares the prior filed quarter.

Position Value
$9M
Q3 2021
Shares
68.5K
% of Portfolio
+1.46%
Quarters Held
12
currently held

Position History VTV

Reported value by quarter
Q4 ’18: $15MQ4 ’18Q1 ’19: $15MQ2 ’19: $13MQ2 ’19Q3 ’19: $12MQ4 ’19: $11MQ4 ’19Q1 ’20: $8MQ2 ’20: $7MQ2 ’20Q3 ’20: $6MQ4 ’20: $8MQ4 ’20Q1 ’21: $8MQ2 ’21: $9MQ2 ’21Q3 ’21: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202168.5K$9M+1.46%
Q2 202168.2K$9M+1.49%
Q1 202162.3K$8M+1.71%
Q4 202064.0K$8M+1.82%
Q3 202062.1K$6M+1.84%
Q2 202065.6K$7M+1.71%
Q1 202085.3K$8M+2.45%
Q4 201988.9K$11M+3.07%
Q3 2019111.9K$12M+3.89%
Q2 2019114.0K$13M+4.03%
Q1 2019134.8K$15M+4.86%
Q4 2018152.8K$15M+5.87%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Berman Capital Advisors, LLC’s full portfolio or all institutional holders of VTV.