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Hager Investment Management Services’s Vanguard Value ETF VTV Stock Holding History

Hager Investment Management Services’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
Q2 		– Sell
-244
Closed -$42.1K – 312
2025
Q1 		$42.1K Buy
+244
New +$42.5K 0.03% 135

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UBS Group
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Ameriprise
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Hager Investment Management Services's VTV Position: Q2 2025 in Review

Hager Investment Management Services sold out of Vanguard Value ETF (VTV) in Q2 2025, closing a stake of 244 shares — an estimated $42.1K sold.

Hager Investment Management Services first reported a position in VTV in Q1 2025 and held it in 1 quarter. The position peaked at $42.1K in Q1 2025. 2,402 funds tracked by Wall St. Rank hold VTV as of Q2 2025.

  • Hager Investment Management Services reported no remaining Vanguard Value ETF position as of Q2 2025 after selling out during the quarter.
  • Hager Investment Management Services sold 244 Vanguard Value ETF shares in Q2 2025, an estimated $42.1K.
  • Hager Investment Management Services first reported a position in Vanguard Value ETF in Q1 2025 and held it in 1 quarter.
  • Hager Investment Management Services's Vanguard Value ETF position peaked at $42.1K in Q1 2025.
  • 2,402 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2025.

Based on Hager Investment Management Services's 13F filing for Q2 2025, filed 23 Jul 2025.