Advanced Research Investment Solutions’s Vanguard Morningstar Value ETF VTV Stock Holding History

Advanced Research Investment Solutions’s Portfolio VTV Stock Details VTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,346	Closed	-$201K	–	29
2023 Q4	$201K	Buy	+1,346	New	+$189K	0.13%	30
2022 Q4	–	Sell	-1,328	Closed	-$164K	–	152
2022 Q3	$164K	Buy	+1,328	New	+$179K	0.1%	32
2022 Q2	–	Sell	-1,359	Closed	-$201K	–	186
2022 Q1	$201K	Buy	+1,359	New	+$198K	0.08%	38

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Advanced Research Investment Solutions's VTV Position: Q1 2024 in Review

Advanced Research Investment Solutions sold out of Vanguard Morningstar Value ETF (VTV) in Q1 2024, closing a stake of 1,346 shares — an estimated $201K sold.

Advanced Research Investment Solutions first reported a position in VTV in Q1 2022 and held it in 3 quarters. The position peaked at $201K in Q4 2023. 2,062 funds tracked by Wall St. Rank hold VTV as of Q1 2024.

Advanced Research Investment Solutions reported no remaining Vanguard Morningstar Value ETF position as of Q1 2024 after selling out during the quarter.
Advanced Research Investment Solutions sold 1,346 Vanguard Morningstar Value ETF shares in Q1 2024, an estimated $201K.
Advanced Research Investment Solutions first reported a position in Vanguard Morningstar Value ETF in Q1 2022 and held it in 3 quarters.
Advanced Research Investment Solutions's Vanguard Morningstar Value ETF position peaked at $201K in Q4 2023.
2,062 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2024.

Based on Advanced Research Investment Solutions's 13F filing for Q1 2024.