Hilltop Wealth Advisors’s Vanguard Morningstar 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Hilltop Wealth Advisors sold out of Vanguard Morningstar 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. 2,407 funds tracked by Wall St. Rank hold VTV as of Q2 2025.

Hilltop Wealth Advisors reported no remaining Vanguard Morningstar Value ETF position as of Q2 2025 after selling out during the quarter.
Hilltop Wealth Advisors sold 1,757 Vanguard Morningstar Value ETF shares in Q2 2025, an estimated $304K.
Hilltop Wealth Advisors first reported a position in Vanguard Morningstar Value ETF in Q3 2022 and held it in 11 quarters.
Hilltop Wealth Advisors's Vanguard Morningstar Value ETF position peaked at $444K in Q1 2024.
2,407 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2025.

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