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Kiwi Wealth Investments Limited Partnership’s Vanguard Morningstar Value ETF VTV Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q1 		– Sell
-4,241
Closed -$595K – 220
2022
Q4 		$595K Buy
+4,241
New +$584K 0.04% 181

Other funds holding VTV

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's VTV Position: Q1 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Vanguard Morningstar Value ETF (VTV) in Q1 2023, closing a stake of 4,241 shares — an estimated $595K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in VTV in Q4 2022 and held it in 1 quarter. The position peaked at $595K in Q4 2022. 1,794 funds tracked by Wall St. Rank hold VTV as of Q1 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Vanguard Morningstar Value ETF position as of Q1 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 4,241 Vanguard Morningstar Value ETF shares in Q1 2023, an estimated $595K.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Vanguard Morningstar Value ETF in Q4 2022 and held it in 1 quarter.
  • Kiwi Wealth Investments Limited Partnership's Vanguard Morningstar Value ETF position peaked at $595K in Q4 2022.
  • 1,794 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2023, filed 16 May 2023.