Bank Hapoalim BM’s Vanguard Morningstar 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 $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Bank Hapoalim BM sold out of Vanguard Morningstar 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. 2,453 funds tracked by Wall St. Rank hold VTV as of Q3 2025.

Bank Hapoalim BM reported no remaining Vanguard Morningstar Value ETF position as of Q3 2025 after selling out during the quarter.
Bank Hapoalim BM sold 79,000 Vanguard Morningstar Value ETF shares in Q3 2025, an estimated $13.6M.
Bank Hapoalim BM first reported a position in Vanguard Morningstar Value ETF in Q1 2021 and held it in 12 quarters.
Bank Hapoalim BM's Vanguard Morningstar Value ETF position peaked at $13.8M in Q3 2024.
2,453 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2025.

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