Bank Hapoalim BM’s Vanguard Value ETF VTV Stock Holding History

Bank Hapoalim BM’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 Q3	–	Sell	-79,000	Closed	-$13.6M	–	135
2025 Q2	$13.6M	Hold	79,000	–	–	1.86%	14
2025 Q1	$13.6M	Hold	79,000	–	–	1.98%	13
2024 Q4	$13.4M	Hold	79,000	–	–	2.16%	12
2024 Q3	$13.8M	Hold	79,000	–	–	2.09%	10
2024 Q2	$12.7M	Buy	+79,000	New	+$12.6M	1.79%	18
2024 Q1	–	Sell	-87,000	Closed	-$13M	–	151
2023 Q4	$13M	Hold	87,000	–	–	1.78%	18
2023 Q3	$12M	Buy	+87,000	New	+$12.5M	1.94%	17
2022 Q2	–	Sell	-1,517	Closed	-$224K	–	200
2022 Q1	$224K	Sell	1,517 -483	-24%	-$70.5K	0.02%	189
2021 Q4	$294K	Buy	2,000 +346	+21%	+$49.4K	0.03%	210
2021 Q3	$224K	Buy	1,654 +89	+6%	+$12.4K	0.02%	224
2021 Q2	$215K	Sell	1,565 -120	-7%	-$16.5K	0.02%	233
2021 Q1	$222K	Buy	+1,685	New	+$211K	0.03%	219

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank Hapoalim BM's VTV Position: Q3 2025 in Review

Bank Hapoalim BM sold out of Vanguard Value ETF (VTV) in Q3 2025, closing a stake of 79,000 shares — an estimated $13.6M sold.

Bank Hapoalim BM first reported a position in VTV in Q1 2021 and held it in 12 quarters. The position peaked at $13.8M in Q3 2024. 2,447 funds tracked by Wall St. Rank hold VTV as of Q3 2025.

Bank Hapoalim BM reported no remaining Vanguard Value ETF position as of Q3 2025 after selling out during the quarter.
Bank Hapoalim BM sold 79,000 Vanguard Value ETF shares in Q3 2025, an estimated $13.6M.
Bank Hapoalim BM first reported a position in Vanguard Value ETF in Q1 2021 and held it in 12 quarters.
Bank Hapoalim BM's Vanguard Value ETF position peaked at $13.8M in Q3 2024.
2,447 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q3 2025.

Based on Bank Hapoalim BM's 13F filing for Q3 2025, filed 29 Oct 2025.