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Clal Insurance’s Vanguard Morningstar Value ETF VTV Stock Holding History

Clal Insurance’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
Q3 		– Sell
-1,101,000
Closed -$151M – 243
2021
Q2 		$151M Sell
1,101,000
-357,000
-24% -$49.1M 1.73% 15
2021
Q1 		$192M Buy
+1,458,000
New +$183M 2.22% 6

Other funds holding VTV

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Clal Insurance's VTV Position: Q3 2021 in Review

Clal Insurance sold out of Vanguard Morningstar Value ETF (VTV) in Q3 2021, closing a stake of 1,101,000 shares — an estimated $151M sold.

Clal Insurance first reported a position in VTV in Q1 2021 and held it in 2 quarters. The position peaked at $192M in Q1 2021. 1,340 funds tracked by Wall St. Rank hold VTV as of Q3 2021.

  • Clal Insurance reported no remaining Vanguard Morningstar Value ETF position as of Q3 2021 after selling out during the quarter.
  • Clal Insurance sold 1,101,000 Vanguard Morningstar Value ETF shares in Q3 2021, an estimated $151M.
  • Clal Insurance first reported a position in Vanguard Morningstar Value ETF in Q1 2021 and held it in 2 quarters.
  • Clal Insurance's Vanguard Morningstar Value ETF position peaked at $192M in Q1 2021.
  • 1,340 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2021.

Based on Clal Insurance's 13F filing for Q3 2021, filed 15 Nov 2021.