Crowley Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Crowley Wealth Management’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 Q4	–	Sell	-481	Closed	-$89.7K	–	355
2025 Q3	$89.7K	Buy	481 +24	+5%	+$4.34K	0.07%	113
2025 Q2	$80.8K	Hold	457	–	–	0.07%	114
2025 Q1	$78.9K	Hold	457	–	–	0.08%	114
2024 Q4	$77.4K	Buy	+457	New	+$80.2K	0.07%	115

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 22.9% 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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Crowley Wealth Management's VTV Position: Q4 2025 in Review

Crowley Wealth Management sold out of Vanguard Morningstar Value ETF (VTV) in Q4 2025, closing a stake of 481 shares — an estimated $89.7K sold.

Crowley Wealth Management first reported a position in VTV in Q4 2024 and held it in 4 quarters. The position peaked at $89.7K in Q3 2025. 2,676 funds tracked by Wall St. Rank hold VTV as of Q4 2025.

Crowley Wealth Management reported no remaining Vanguard Morningstar Value ETF position as of Q4 2025 after selling out during the quarter.
Crowley Wealth Management sold 481 Vanguard Morningstar Value ETF shares in Q4 2025, an estimated $89.7K.
Crowley Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q4 2024 and held it in 4 quarters.
Crowley Wealth Management's Vanguard Morningstar Value ETF position peaked at $89.7K in Q3 2025.
2,676 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.