EFG Capital International’s Vanguard Morningstar Value ETF VTV Stock Holding History

EFG Capital International’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
2023 Q2	$842K	Buy	+5,925	New	+$823K	0.19%	100

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 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

EFG Capital International's VTV Position: Q2 2023 in Review

EFG Capital International opened a new position in Vanguard Morningstar Value ETF (VTV) in Q2 2023: 5,925 shares worth $842K. The stake represents 0.19% of the portfolio and ranks #100 among its holdings.

1,825 funds tracked by Wall St. Rank hold VTV as of Q2 2023.

EFG Capital International held 5,925 shares of Vanguard Morningstar Value ETF worth $842K as of Q2 2023.
Vanguard Morningstar Value ETF was a new EFG Capital International position in Q2 2023.
Vanguard Morningstar Value ETF made up 0.19% of EFG Capital International's portfolio in Q2 2023, its #100 holding.
1,825 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2023.

Based on EFG Capital International's 13F filing for Q2 2023, filed 2 Aug 2023.