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Hibernia Wealth Partners’s Vanguard Value ETF VTV Stock Holding History

Hibernia Wealth Partners’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
2024
Q4 		– Sell
-3,936
Closed -$687K – 121
2024
Q3 		$687K Buy
+3,936
New +$659K 0.21% 47
2024
Q2 		– Sell
-2,832
Closed -$461K – 118
2024
Q1 		$461K Buy
2,832
+493
+21% +$76K 0.31% 45
2023
Q4 		$350K Buy
2,339
+756
+48% +$106K 0.26% 44
2023
Q3 		$218K Buy
+1,583
New +$227K 0.17% 55

Other funds holding VTV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hibernia Wealth Partners's VTV Position: Q4 2024 in Review

Hibernia Wealth Partners sold out of Vanguard Value ETF (VTV) in Q4 2024, closing a stake of 3,936 shares — an estimated $687K sold.

Hibernia Wealth Partners first reported a position in VTV in Q3 2023 and held it in 4 quarters. The position peaked at $687K in Q3 2024. 2,362 funds tracked by Wall St. Rank hold VTV as of Q4 2024.

  • Hibernia Wealth Partners reported no remaining Vanguard Value ETF position as of Q4 2024 after selling out during the quarter.
  • Hibernia Wealth Partners sold 3,936 Vanguard Value ETF shares in Q4 2024, an estimated $687K.
  • Hibernia Wealth Partners first reported a position in Vanguard Value ETF in Q3 2023 and held it in 4 quarters.
  • Hibernia Wealth Partners's Vanguard Value ETF position peaked at $687K in Q3 2024.
  • 2,362 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q4 2024.

Based on Hibernia Wealth Partners's 13F filing for Q4 2024, filed 29 Jan 2025.