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Hill Investment Group Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Hill Investment Group 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
2025
Q4 		– Sell
-3,378
Closed -$630K – 57
2025
Q3 		$630K Sell
3,378
-1
-0% -$181 0.08% 32
2025
Q2 		$597K Buy
3,379
+214
+7% +$36.1K 0.08% 31
2025
Q1 		$547K Sell
3,165
-1,346
-30% -$235K 0.08% 31
2024
Q4 		$764K Sell
4,511
-657
-13% -$115K 0.1% 34
2024
Q3 		$826K Sell
5,168
-9
-0.2% -$1.51K 0.11% 35
2024
Q2 		$855K Sell
5,177
-745
-13% -$119K 0.12% 34
2024
Q1 		$964K Sell
5,922
-521
-8% -$80.3K 0.14% 33
2023
Q4 		$963K Sell
6,443
-2,793
-30% -$393K 0.14% 30
2023
Q3 		$1.27M Sell
9,236
-1,267
-12% -$182K 0.21% 30
2023
Q2 		$1.49M Sell
10,503
-1,607
-13% -$223K 0.27% 25
2023
Q1 		$1.67M Sell
12,110
-77
-0.6% -$10.8K 0.33% 26
2022
Q4 		$1.71M Sell
12,187
-4,546
-27% -$626K 0.41% 24
2022
Q3 		$2.07M Buy
16,733
+32
+0.2% +$4.33K 0.6% 22
2022
Q2 		$2.2M Sell
16,701
-4,915
-23% -$693K 0.61% 19
2022
Q1 		$3.19M Buy
21,616
+4,300
+25% +$627K 1.05% 14
2021
Q4 		$2.55M Buy
17,316
+1,100
+7% +$157K 1.49% 9
2021
Q3 		$2.2M Buy
16,216
+4,496
+38% +$626K 1.42% 8
2021
Q2 		$1.61M Buy
+11,720
New +$1.61M 1.33% 8

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
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

Hill Investment Group Partners's VTV Position: Q4 2025 in Review

Hill Investment Group Partners sold out of Vanguard Morningstar Value ETF (VTV) in Q4 2025, closing a stake of 3,378 shares — an estimated $630K sold.

Hill Investment Group Partners first reported a position in VTV in Q2 2021 and held it in 18 quarters. The position peaked at $3.19M in Q1 2022. 2,660 funds tracked by Wall St. Rank hold VTV as of Q4 2025.

  • Hill Investment Group Partners reported no remaining Vanguard Morningstar Value ETF position as of Q4 2025 after selling out during the quarter.
  • Hill Investment Group Partners sold 3,378 Vanguard Morningstar Value ETF shares in Q4 2025, an estimated $630K.
  • Hill Investment Group Partners first reported a position in Vanguard Morningstar Value ETF in Q2 2021 and held it in 18 quarters.
  • Hill Investment Group Partners's Vanguard Morningstar Value ETF position peaked at $3.19M in Q1 2022.
  • 2,660 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q4 2025.

Based on Hill Investment Group Partners's 13F filing for Q4 2025, filed 17 Feb 2026.