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Ahrens Investment Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$9.94K Buy
+72
New +$10.1K ﹤0.01% 633
2022
Q3 		– Sell
-132
Closed -$17K – 901
2022
Q2 		$17K Hold
132
– – 0.01% 537
2022
Q1 		$20K Sell
132
-100
-43% -$14.6K 0.01% 585
2021
Q4 		$34K Buy
+232
New +$33.1K 0.02% 485

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Ahrens Investment Partners's VTV Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Vanguard Morningstar Value ETF (VTV) in Q1 2023: 72 shares worth $9.94K. The stake represents ﹤0.01% of the portfolio and ranks #633 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in VTV as recently as Q2 2022.

Ahrens Investment Partners first reported a position in VTV in Q4 2021 and has held it in 4 quarters since. The position peaked at $34K in Q4 2021. 1,794 funds tracked by Wall St. Rank hold VTV as of Q1 2023.

  • Ahrens Investment Partners held 72 shares of Vanguard Morningstar Value ETF worth $9.94K as of Q1 2023.
  • Vanguard Morningstar Value ETF was a new Ahrens Investment Partners position in Q1 2023.
  • Vanguard Morningstar Value ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #633 holding.
  • Ahrens Investment Partners first reported a position in Vanguard Morningstar Value ETF in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Vanguard Morningstar Value ETF position peaked at $34K in Q4 2021.
  • 1,794 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.