SEC 13F Intelligence

Hall Private Wealth Advisors / VTV

Hall Private Wealth Advisors’s Vanguard Index Fds Position

Does Hall Private Wealth Advisors own Vanguard Index Fds (VTV)? Yes — 47.3K shares worth $7M (+4.38% of its 13F portfolio) as of Q3 2023, up from 42.2K shares the prior filed quarter.

Position Value
$7M
Q3 2023
Shares
47.3K
% of Portfolio
+4.38%
Quarters Held
4
currently held

Position History VTV

Reported value by quarter
Q4 ’22: $5MQ4 ’22Q1 ’23: $5MQ1 ’23Q2 ’23: $6MQ2 ’23Q3 ’23: $7MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202347.3K$7M+4.38%
Q2 202342.2K$6M+3.24%
Q1 202339.6K$5M+2.85%
Q4 202233.0K$5M+2.64%

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