KWAG
VTV icon

Kiely Wealth Advisory Group’s Vanguard Morningstar Value ETF VTV Stock Holding History

Kiely Wealth Advisory 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
2024
Q4 		$44.7K Hold
253
– – 0.03% 121
2024
Q3 		$45.1K Hold
253
– – 0.03% 121
2024
Q2 		$41.2K Buy
+253
New +$40.4K 0.02% 113

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Kiely Wealth Advisory Group's VTV Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Vanguard Morningstar Value ETF (VTV) position steady in Q4 2024 at 253 shares worth $44.7K. The position accounts for 0.03% of the portfolio, ranked #121.

Kiely Wealth Advisory Group first reported a position in VTV in Q2 2024 and has held it in 3 quarters since. The position peaked at $45.1K in Q3 2024. 2,366 funds tracked by Wall St. Rank hold VTV as of Q4 2024.

  • Kiely Wealth Advisory Group held 253 shares of Vanguard Morningstar Value ETF worth $44.7K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Vanguard Morningstar Value ETF share count unchanged in Q4 2024.
  • Vanguard Morningstar Value ETF made up 0.03% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #121 holding.
  • Kiely Wealth Advisory Group first reported a position in Vanguard Morningstar Value ETF in Q2 2024 and has held it in 3 quarters since.
  • Kiely Wealth Advisory Group's Vanguard Morningstar Value ETF position peaked at $45.1K in Q3 2024.
  • 2,366 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.