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Financial Advocates Investment Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Financial Advocates Investment 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
2022
Q4 		– Sell
-132,624
Closed -$16.4M – 878
2022
Q3 		$16.4M Buy
+132,624
New +$17.9M 1.35% 5

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $432B AUM 30.22% 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 $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Financial Advocates Investment Management's VTV Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Vanguard Morningstar Value ETF (VTV) in Q3 2025, closing a stake of 7,020 shares — an estimated $1.24M sold.

Financial Advocates Investment Management first reported a position in VTV in Q4 2017 and held it in 29 quarters. The position peaked at $19.5M in Q1 2022. 2,451 funds tracked by Wall St. Rank hold VTV as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Vanguard Morningstar Value ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 7,020 Vanguard Morningstar Value ETF shares in Q3 2025, an estimated $1.24M.
  • Financial Advocates Investment Management first reported a position in Vanguard Morningstar Value ETF in Q4 2017 and held it in 29 quarters.
  • Financial Advocates Investment Management's Vanguard Morningstar Value ETF position peaked at $19.5M in Q1 2022.
  • 2,451 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.