Arcus Capital Partners’s Vanguard Value ETF VTV Stock Holding History

Arcus Capital 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	–	Sell	-292	Closed	-$41K	–	348
2022 Q4	$41K	Buy	+292	New	+$40.2K	0.02%	188

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Arcus Capital Partners's VTV Position: Q1 2023 in Review

Arcus Capital Partners sold out of Vanguard Value ETF (VTV) in Q1 2023, closing a stake of 292 shares — an estimated $41K sold.

Arcus Capital Partners first reported a position in VTV in Q4 2022 and held it in 1 quarter. The position peaked at $41K in Q4 2022. 1,794 funds tracked by Wall St. Rank hold VTV as of Q1 2023.

Arcus Capital Partners reported no remaining Vanguard Value ETF position as of Q1 2023 after selling out during the quarter.
Arcus Capital Partners sold 292 Vanguard Value ETF shares in Q1 2023, an estimated $41K.
Arcus Capital Partners first reported a position in Vanguard Value ETF in Q4 2022 and held it in 1 quarter.
Arcus Capital Partners's Vanguard Value ETF position peaked at $41K in Q4 2022.
1,794 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2023.

Based on Arcus Capital Partners's 13F filing for Q1 2023, filed 9 May 2023.