Kieckhefer Group’s Vanguard Value ETF VTV Stock Holding History

Kieckhefer Group’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 Q1	–	Sell	-190	Closed	-$32.2K	–	128
2024 Q4	$32.2K	Buy	+190	New	+$33.3K	0.02%	105

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Kieckhefer Group's VTV Position: Q1 2025 in Review

Kieckhefer Group sold out of Vanguard Value ETF (VTV) in Q1 2025, closing a stake of 190 shares — an estimated $32.2K sold.

Kieckhefer Group first reported a position in VTV in Q4 2024 and held it in 1 quarter. The position peaked at $32.2K in Q4 2024. 2,365 funds tracked by Wall St. Rank hold VTV as of Q1 2025.

Kieckhefer Group reported no remaining Vanguard Value ETF position as of Q1 2025 after selling out during the quarter.
Kieckhefer Group sold 190 Vanguard Value ETF shares in Q1 2025, an estimated $32.2K.
Kieckhefer Group first reported a position in Vanguard Value ETF in Q4 2024 and held it in 1 quarter.
Kieckhefer Group's Vanguard Value ETF position peaked at $32.2K in Q4 2024.
2,365 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2025.

Based on Kieckhefer Group's 13F filing for Q1 2025, filed 25 Apr 2025.