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GF
Gries Financial’s
Vanguard Value ETF
VTV
Stock Holding History
Gries Financial’s Portfolio
VTV Stock Details
VTV Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
$567K
Hold
3,041
–
–
0.09%
172
2025
Q2
$537K
Buy
3,041
+386
+15%
+$65.2K
0.1%
163
2025
Q1
$459K
Buy
+2,655
New
+$463K
0.09%
173
2024
Q3
–
Sell
-1,398
Closed
-$224K
–
286
2024
Q2
$224K
Sell
1,398
-5
-0.4%
-$799
0.05%
219
2024
Q1
$228K
Buy
+1,403
New
+$216K
0.04%
247
2022
Q1
–
Sell
-1,498
Closed
-$220K
–
167
2021
Q4
$220K
Hold
1,498
–
–
0.09%
148
2021
Q3
$203K
Sell
1,498
-1,631
-52%
-$227K
0.06%
155
2021
Q2
$434K
Buy
3,129
+157
+5%
+$21.6K
0.14%
110
2021
Q1
$412K
Buy
+2,972
New
+$373K
0.13%
121
Other funds holding VTV
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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
$374B AUM
17.66%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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