Koesten Hirschmann & Crabtree’s Vanguard Morningstar Value ETF VTV Stock Holding History

Koesten Hirschmann & Crabtree’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 Q4	–	Sell	-713	Closed	-$133K	–	236
2025 Q3	$133K	Sell	713 -85	-11%	-$15.4K	0.06%	50
2025 Q2	$141K	Buy	798 +7	+0.9%	+$1.18K	0.07%	47
2025 Q1	$137K	Buy	791 +6	+0.8%	+$1.05K	0.08%	44
2024 Q4	$133K	Buy	785 +7	+0.9%	+$1.23K	0.08%	47
2024 Q3	$136K	Buy	778 +14	+2%	+$2.34K	0.08%	41
2024 Q2	$124K	Hold	764	–	–	0.08%	48
2024 Q1	$124K	Buy	764 +537	+237%	+$82.8K	0.08%	48
2023 Q4	$33.9K	Buy	227 +5	+2%	+$703	0.02%	88
2023 Q3	$30.6K	Buy	222 +6	+3%	+$860	0.02%	78
2023 Q2	$30.7K	Buy	216 +6	+3%	+$833	0.02%	79
2023 Q1	$29K	Buy	210 +4	+2%	+$561	0.02%	88
2022 Q4	$28.9K	Buy	+206	New	+$28.4K	0.02%	88

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Koesten Hirschmann & Crabtree's VTV Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of Vanguard Morningstar Value ETF (VTV) in Q4 2025, closing a stake of 713 shares — an estimated $133K sold.

Koesten Hirschmann & Crabtree first reported a position in VTV in Q4 2022 and held it in 12 quarters. The position peaked at $141K in Q2 2025. 2,668 funds tracked by Wall St. Rank hold VTV as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining Vanguard Morningstar Value ETF position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 713 Vanguard Morningstar Value ETF shares in Q4 2025, an estimated $133K.
Koesten Hirschmann & Crabtree first reported a position in Vanguard Morningstar Value ETF in Q4 2022 and held it in 12 quarters.
Koesten Hirschmann & Crabtree's Vanguard Morningstar Value ETF position peaked at $141K in Q2 2025.
2,668 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.