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Crossmark Global Holdings’s Vanguard Morningstar Value ETF VTV Stock Holding History

Crossmark Global Holdings’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
Q2 		– Sell
-1,544
Closed -$267K – 1368
2025
Q1 		$267K Buy
+1,544
New +$269K ﹤0.01% 1142

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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 22.9% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Crossmark Global Holdings's VTV Position: Q2 2025 in Review

Crossmark Global Holdings sold out of Vanguard Morningstar Value ETF (VTV) in Q2 2025, closing a stake of 1,544 shares — an estimated $267K sold.

Crossmark Global Holdings first reported a position in VTV in Q1 2025 and held it in 1 quarter. The position peaked at $267K in Q1 2025. 2,410 funds tracked by Wall St. Rank hold VTV as of Q2 2025.

  • Crossmark Global Holdings reported no remaining Vanguard Morningstar Value ETF position as of Q2 2025 after selling out during the quarter.
  • Crossmark Global Holdings sold 1,544 Vanguard Morningstar Value ETF shares in Q2 2025, an estimated $267K.
  • Crossmark Global Holdings first reported a position in Vanguard Morningstar Value ETF in Q1 2025 and held it in 1 quarter.
  • Crossmark Global Holdings's Vanguard Morningstar Value ETF position peaked at $267K in Q1 2025.
  • 2,410 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2025.

Based on Crossmark Global Holdings's 13F filing for Q2 2025, filed 8 Aug 2025.