Key Bridge Compliance’s Vanguard Morningstar Value ETF VTV Stock Holding History

Key Bridge Compliance’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
2023 Q3	$2.45M	Buy	+17,731	New	+$2.54M	0.77%	37

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

Betterment LLC New York $59.1B AUM 18.41% 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

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

Key Bridge Compliance's VTV Position: Q3 2023 in Review

Key Bridge Compliance opened a new position in Vanguard Morningstar Value ETF (VTV) in Q3 2023: 17,731 shares worth $2.45M. The stake represents 0.77% of the portfolio and ranks #37 among its holdings.

1,833 funds tracked by Wall St. Rank hold VTV as of Q3 2023.

Key Bridge Compliance held 17,731 shares of Vanguard Morningstar Value ETF worth $2.45M as of Q3 2023.
Vanguard Morningstar Value ETF was a new Key Bridge Compliance position in Q3 2023.
Vanguard Morningstar Value ETF made up 0.77% of Key Bridge Compliance's portfolio in Q3 2023, its #37 holding.
1,833 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2023.

Based on Key Bridge Compliance's 13F filing for Q3 2023, filed 13 Oct 2023.