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Argent Financial Group’s Vanguard Value ETF VTV Stock Holding History

Argent Financial Group’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
Q3 		$311K Buy
+1,783
New +$299K 0.04% 257

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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
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Argent Financial Group's VTV Position: Q3 2024 in Review

Argent Financial Group opened a new position in Vanguard Value ETF (VTV) in Q3 2024: 1,783 shares worth $311K. The stake represents 0.04% of the portfolio and ranks #257 among its holdings.

2,138 funds tracked by Wall St. Rank hold VTV as of Q3 2024.

  • Argent Financial Group held 1,783 shares of Vanguard Value ETF worth $311K as of Q3 2024.
  • Vanguard Value ETF was a new Argent Financial Group position in Q3 2024.
  • Vanguard Value ETF made up 0.04% of Argent Financial Group's portfolio in Q3 2024, its #257 holding.
  • 2,138 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.