Financial Partners Group (Tennessee)’s Vanguard Morningstar Value ETF VTV Stock Holding History

Financial Partners Group (Tennessee)’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 Q1	–	Sell	-1,490	Closed	-$252K	–	93
2024 Q4	$252K	Hold	1,490	–	–	0.1%	85
2024 Q3	$260K	Sell	1,490 -10	-0.7%	-$1.67K	0.1%	89
2024 Q2	$241K	Hold	1,500	–	–	0.09%	89
2024 Q1	$244K	Buy	+1,500	New	+$231K	0.09%	89

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Financial Partners Group (Tennessee)'s VTV Position: Q1 2025 in Review

Financial Partners Group (Tennessee) sold out of Vanguard Morningstar Value ETF (VTV) in Q1 2025, closing a stake of 1,490 shares — an estimated $252K sold.

Financial Partners Group (Tennessee) first reported a position in VTV in Q1 2024 and held it in 4 quarters. The position peaked at $260K in Q3 2024. 2,367 funds tracked by Wall St. Rank hold VTV as of Q1 2025.

Financial Partners Group (Tennessee) reported no remaining Vanguard Morningstar Value ETF position as of Q1 2025 after selling out during the quarter.
Financial Partners Group (Tennessee) sold 1,490 Vanguard Morningstar Value ETF shares in Q1 2025, an estimated $252K.
Financial Partners Group (Tennessee) first reported a position in Vanguard Morningstar Value ETF in Q1 2024 and held it in 4 quarters.
Financial Partners Group (Tennessee)'s Vanguard Morningstar Value ETF position peaked at $260K in Q3 2024.
2,367 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q1 2025, filed 18 Apr 2025.