DWM
VTV icon

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

Darwin 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
2020
Q2 		– Sell
-320
Closed -$28K – 784
2020
Q1 		$28K Buy
+320
New +$35.1K 0.01% 314

Other funds holding VTV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Darwin Wealth Management's VTV Position: Q2 2020 in Review

Darwin Wealth Management sold out of Vanguard Morningstar Value ETF (VTV) in Q2 2020, closing a stake of 320 shares — an estimated $28K sold.

Darwin Wealth Management first reported a position in VTV in Q1 2020 and held it in 1 quarter. The position peaked at $28K in Q1 2020. 1,008 funds tracked by Wall St. Rank hold VTV as of Q2 2020.

  • Darwin Wealth Management reported no remaining Vanguard Morningstar Value ETF position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 320 Vanguard Morningstar Value ETF shares in Q2 2020, an estimated $28K.
  • Darwin Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's Vanguard Morningstar Value ETF position peaked at $28K in Q1 2020.
  • 1,008 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.