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Baldwin Investment Management’s Vanguard Value ETF VTV Stock Holding History

Baldwin Investment Management’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
Q4 		– Sell
-1,348
Closed -$235K – 220
2024
Q3 		$235K Hold
1,348
– – 0.03% 199
2024
Q2 		$216K Hold
1,348
– – 0.03% 198
2024
Q1 		$220K Buy
+1,348
New +$208K 0.03% 201

Other funds holding VTV

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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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baldwin Investment Management's VTV Position: Q4 2024 in Review

Baldwin Investment Management sold out of Vanguard Value ETF (VTV) in Q4 2024, closing a stake of 1,348 shares — an estimated $235K sold.

Baldwin Investment Management first reported a position in VTV in Q1 2024 and held it in 3 quarters. The position peaked at $235K in Q3 2024. 2,362 funds tracked by Wall St. Rank hold VTV as of Q4 2024.

  • Baldwin Investment Management reported no remaining Vanguard Value ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Investment Management sold 1,348 Vanguard Value ETF shares in Q4 2024, an estimated $235K.
  • Baldwin Investment Management first reported a position in Vanguard Value ETF in Q1 2024 and held it in 3 quarters.
  • Baldwin Investment Management's Vanguard Value ETF position peaked at $235K in Q3 2024.
  • 2,362 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q4 2024.

Based on Baldwin Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.