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Atomic Invest LLC’s Vanguard Morningstar Value ETF VTV Stock Holding History

Atomic Invest LLC’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 		$15.9K Buy
+83
New +$15.6K 0.01% 167

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Atomic Invest LLC's VTV Position: Q4 2025 in Review

Atomic Invest LLC opened a new position in Vanguard Morningstar Value ETF (VTV) in Q4 2025: 83 shares worth $15.9K. The stake represents 0.01% of the portfolio and ranks #167 among its holdings.

2,675 funds tracked by Wall St. Rank hold VTV as of Q4 2025.

  • Atomic Invest LLC held 83 shares of Vanguard Morningstar Value ETF worth $15.9K as of Q4 2025.
  • Vanguard Morningstar Value ETF was a new Atomic Invest LLC position in Q4 2025.
  • Vanguard Morningstar Value ETF made up 0.01% of Atomic Invest LLC's portfolio in Q4 2025, its #167 holding.
  • 2,675 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q4 2025.

Based on Atomic Invest LLC's 13F filing for Q4 2025, filed 18 Sep 2026.