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IFC & Insurance Marketing’s Vanguard Morningstar Value ETF VTV Stock Holding History

IFC & Insurance Marketing’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
2026
Q1 		– Sell
-382
Closed -$73K – 683
2025
Q4 		$73K Buy
+382
New +$71.9K 0.07% 136

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UBS Group
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LPL Financial
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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EWA
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IFC & Insurance Marketing's VTV Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Vanguard Morningstar Value ETF (VTV) in Q1 2026, closing a stake of 382 shares — an estimated $73K sold.

IFC & Insurance Marketing first reported a position in VTV in Q4 2025 and held it in 1 quarter. The position peaked at $73K in Q4 2025. 2,711 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Vanguard Morningstar Value ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 382 Vanguard Morningstar Value ETF shares in Q1 2026, an estimated $73K.
  • IFC & Insurance Marketing first reported a position in Vanguard Morningstar Value ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Vanguard Morningstar Value ETF position peaked at $73K in Q4 2025.
  • 2,711 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.