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Belvedere Advisors’s Vanguard Value ETF VTV Stock Holding History

Belvedere Advisors’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
2019
Q2 		$4K Sell
39
-476
-92% -$52K 0.12% 29
2019
Q1 		$55K Buy
+515
New +$54.2K 0.71% 30

Other funds holding VTV

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Belvedere Advisors's VTV Position: Q2 2019 in Review

Belvedere Advisors reduced its Vanguard Value ETF (VTV) stake by 92% in Q2 2019, selling an estimated $52K and leaving 39 shares worth $4K. The position accounts for 0.12% of the portfolio, ranked #29.

Belvedere Advisors first reported a position in VTV in Q1 2019 and has held it in 2 quarters since. The position peaked at $55K in Q1 2019. 905 funds tracked by Wall St. Rank hold VTV as of Q2 2019.

  • Belvedere Advisors held 39 shares of Vanguard Value ETF worth $4K as of Q2 2019.
  • Belvedere Advisors sold 476 Vanguard Value ETF shares in Q2 2019, an estimated $52K.
  • Vanguard Value ETF made up 0.12% of Belvedere Advisors's portfolio in Q2 2019, its #29 holding.
  • Belvedere Advisors first reported a position in Vanguard Value ETF in Q1 2019 and has held it in 2 quarters since.
  • Belvedere Advisors's Vanguard Value ETF position peaked at $55K in Q1 2019.
  • 905 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2019.

Based on Belvedere Advisors's 13F filing for Q2 2019, filed 24 Sep 2019.