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Anderson Financial Strategies’s Vanguard Morningstar Value ETF VTV Stock Holding History

Anderson Financial Strategies’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
2025
Q2 		– Sell
-1,091
Closed -$188K – 216
2025
Q1 		$188K Buy
+1,091
New +$190K 0.12% 57

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UBS Group
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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Anderson Financial Strategies's VTV Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Vanguard Morningstar Value ETF (VTV) in Q2 2025, closing a stake of 1,091 shares — an estimated $188K sold.

Anderson Financial Strategies first reported a position in VTV in Q1 2025 and held it in 1 quarter. The position peaked at $188K in Q1 2025. 2,402 funds tracked by Wall St. Rank hold VTV as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Vanguard Morningstar Value ETF position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 1,091 Vanguard Morningstar Value ETF shares in Q2 2025, an estimated $188K.
  • Anderson Financial Strategies first reported a position in Vanguard Morningstar Value ETF in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's Vanguard Morningstar Value ETF position peaked at $188K in Q1 2025.
  • 2,402 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.