GFS Private Wealth’s Vanguard Morningstar Value ETF VTV Stock Holding History

GFS Private Wealth’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
2017 Q4	$14.7M	Buy	+138,306	New	+$14.3M	5.04%	7

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

GFS Private Wealth's VTV Position: Q4 2017 in Review

GFS Private Wealth opened a new position in Vanguard Morningstar Value ETF (VTV) in Q4 2017: 138,306 shares worth $14.7M. The stake represents 5.04% of the portfolio and ranks #7 among its holdings.

701 funds tracked by Wall St. Rank hold VTV as of Q4 2017.

GFS Private Wealth held 138,306 shares of Vanguard Morningstar Value ETF worth $14.7M as of Q4 2017.
Vanguard Morningstar Value ETF was a new GFS Private Wealth position in Q4 2017.
Vanguard Morningstar Value ETF made up 5.04% of GFS Private Wealth's portfolio in Q4 2017, its #7 holding.
701 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.