HFG Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

HFG Wealth 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
2023 Q1	$525K	Buy	+3,798	New	+$533K	0.11%	57

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 $374B AUM 17.66% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

HFG Wealth Management's VTV Position: Q1 2023 in Review

HFG Wealth Management opened a new position in Vanguard Morningstar Value ETF (VTV) in Q1 2023: 3,798 shares worth $525K. The stake represents 0.11% of the portfolio and ranks #57 among its holdings.

1,794 funds tracked by Wall St. Rank hold VTV as of Q1 2023.

HFG Wealth Management held 3,798 shares of Vanguard Morningstar Value ETF worth $525K as of Q1 2023.
Vanguard Morningstar Value ETF was a new HFG Wealth Management position in Q1 2023.
Vanguard Morningstar Value ETF made up 0.11% of HFG Wealth Management's portfolio in Q1 2023, its #57 holding.
1,794 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2023.

Based on HFG Wealth Management's 13F filing for Q1 2023, filed 28 Jun 2024.