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Hilltop Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History

Hilltop Wealth Advisors’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
-1,757
Closed -$304K – 55
2025
Q1 		$304K Buy
1,757
+30
+2% +$5.23K 0.17% 41
2024
Q4 		$292K Sell
1,727
-116
-6% -$20.4K 0.15% 38
2024
Q3 		$322K Sell
1,843
-776
-30% -$130K 0.15% 40
2024
Q2 		$420K Sell
2,619
-107
-4% -$17.1K 0.21% 37
2024
Q1 		$444K Sell
2,726
-70
-3% -$10.8K 0.23% 37
2023
Q4 		$418K Sell
2,796
-129
-4% -$18.1K 0.24% 31
2023
Q3 		$404K Sell
2,925
-47
-2% -$6.73K 0.31% 28
2023
Q2 		$422K Buy
2,972
+120
+4% +$16.7K 0.31% 28
2023
Q1 		$394K Buy
2,852
+928
+48% +$130K 0.32% 29
2022
Q4 		$270K Sell
1,924
-903
-32% -$124K 0.23% 32
2022
Q3 		$349K Buy
+2,827
New +$382K 0.36% 29

Other funds holding VTV

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
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

Hilltop Wealth Advisors's VTV Position: Q2 2025 in Review

Hilltop Wealth Advisors sold out of Vanguard Value ETF (VTV) in Q2 2025, closing a stake of 1,757 shares — an estimated $304K sold.

Hilltop Wealth Advisors first reported a position in VTV in Q3 2022 and held it in 11 quarters. The position peaked at $444K in Q1 2024. 2,402 funds tracked by Wall St. Rank hold VTV as of Q2 2025.

  • Hilltop Wealth Advisors reported no remaining Vanguard Value ETF position as of Q2 2025 after selling out during the quarter.
  • Hilltop Wealth Advisors sold 1,757 Vanguard Value ETF shares in Q2 2025, an estimated $304K.
  • Hilltop Wealth Advisors first reported a position in Vanguard Value ETF in Q3 2022 and held it in 11 quarters.
  • Hilltop Wealth Advisors's Vanguard Value ETF position peaked at $444K in Q1 2024.
  • 2,402 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2025.

Based on Hilltop Wealth Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.