Bingham Osborn & Scarborough’s Vanguard Value ETF VTV Stock Holding History

Bingham Osborn & Scarborough’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
2021 Q4	–	Sell	-2,135	Closed	-$289K	–	146
2021 Q3	$289K	Buy	2,135 +1	+0%	+$139	0.02%	129
2021 Q2	$293K	Hold	2,134	–	–	0.02%	128
2021 Q1	$280K	Buy	2,134 +1	+0%	+$125	0.02%	120
2020 Q4	$254K	Buy	2,133 +1	+0%	+$112	0.02%	116
2020 Q3	$223K	Sell	2,132 -88	-4%	-$9.22K	0.02%	149
2020 Q2	$221K	Buy	+2,220	New	+$218K	0.02%	145
2020 Q1	–	Sell	-3,752	Closed	-$450K	–	170
2019 Q4	$450K	Buy	3,752 +1,535	+69%	+$177K	0.04%	101
2019 Q3	$248K	Buy	2,217 +1	+0%	+$111	0.02%	129
2019 Q2	$246K	Sell	2,216 -1,065	-32%	-$116K	0.02%	129
2019 Q1	$353K	Buy	+3,281	New	+$345K	0.03%	105
2018 Q4	–	Sell	-1,893	Closed	-$210K	–	148
2018 Q3	$210K	Buy	+1,893	New	+$207K	0.02%	139

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

Betterment LLC New York $52.8B AUM 15.34% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bingham Osborn & Scarborough's VTV Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of Vanguard Value ETF (VTV) in Q4 2021, closing a stake of 2,135 shares — an estimated $289K sold.

Bingham Osborn & Scarborough first reported a position in VTV in Q3 2018 and held it in 11 quarters. The position peaked at $450K in Q4 2019. 1,581 funds tracked by Wall St. Rank hold VTV as of Q4 2021.

Bingham Osborn & Scarborough reported no remaining Vanguard Value ETF position as of Q4 2021 after selling out during the quarter.
Bingham Osborn & Scarborough sold 2,135 Vanguard Value ETF shares in Q4 2021, an estimated $289K.
Bingham Osborn & Scarborough first reported a position in Vanguard Value ETF in Q3 2018 and held it in 11 quarters.
Bingham Osborn & Scarborough's Vanguard Value ETF position peaked at $450K in Q4 2019.
1,581 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.