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Hoover Financial Advisors’s Vanguard Value ETF VTV Stock Holding History

Hoover Financial 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
2021
Q2 		$411K Buy
2,987
+958
+47% +$132K 0.07% 83
2021
Q1 		$282K Hold
2,029
– – 0.05% 95
2020
Q4 		$251K Sell
2,029
-499
-20% -$56.1K 0.06% 93
2020
Q3 		$264K Sell
2,528
-287
-10% -$30.1K 0.09% 79
2020
Q2 		$280K Sell
2,815
-389
-12% -$38.2K 0.11% 75
2020
Q1 		$285K Sell
3,204
-24
-0.7% -$2.63K 0.16% 56
2019
Q4 		$387K Buy
+3,228
New +$373K 0.19% 60

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hoover Financial Advisors's VTV Position: Q2 2021 in Review

Hoover Financial Advisors increased its Vanguard Value ETF (VTV) stake by 47% in Q2 2021, buying an estimated $132K and bringing the position to 2,987 shares worth $411K. The position accounts for 0.07% of the portfolio, ranked #83.

Hoover Financial Advisors first reported a position in VTV in Q4 2019 and has held it in 7 quarters since. 1,351 funds tracked by Wall St. Rank hold VTV as of Q2 2021.

  • Hoover Financial Advisors held 2,987 shares of Vanguard Value ETF worth $411K as of Q2 2021.
  • Hoover Financial Advisors bought 958 Vanguard Value ETF shares in Q2 2021, an estimated $132K.
  • Vanguard Value ETF made up 0.07% of Hoover Financial Advisors's portfolio in Q2 2021, its #83 holding.
  • Hoover Financial Advisors first reported a position in Vanguard Value ETF in Q4 2019 and has held it in 7 quarters since.
  • 1,351 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.