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Investment House LLC’s Vanguard Morningstar Value ETF VTV Stock Holding History

Investment House LLC’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
2022
Q4 		– Sell
-32,230
Closed -$3.98M – 182
2022
Q3 		$3.98M Buy
+32,230
New +$4.36M 0.37% 64

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Investment House LLC's VTV Position: Q4 2022 in Review

Investment House LLC sold out of Vanguard Morningstar Value ETF (VTV) in Q4 2022, closing a stake of 32,230 shares — an estimated $3.98M sold.

Investment House LLC first reported a position in VTV in Q3 2022 and held it in 1 quarter. The position peaked at $3.98M in Q3 2022. 1,827 funds tracked by Wall St. Rank hold VTV as of Q4 2022.

  • Investment House LLC reported no remaining Vanguard Morningstar Value ETF position as of Q4 2022 after selling out during the quarter.
  • Investment House LLC sold 32,230 Vanguard Morningstar Value ETF shares in Q4 2022, an estimated $3.98M.
  • Investment House LLC first reported a position in Vanguard Morningstar Value ETF in Q3 2022 and held it in 1 quarter.
  • Investment House LLC's Vanguard Morningstar Value ETF position peaked at $3.98M in Q3 2022.
  • 1,827 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q4 2022.

Based on Investment House LLC's 13F filing for Q4 2022, filed 7 Feb 2023.