Lowe Wealth Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Lowe Wealth Advisors’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 Q3	$148K	Buy	796 +7	+0.9%	+$1.27K	0.05%	72
2025 Q2	$139K	Hold	789	–	–	0.05%	73
2025 Q1	$136K	Hold	789	–	–	0.06%	68
2024 Q4	$134K	Buy	789 +377	+92%	+$66.2K	0.06%	67
2024 Q3	$71.9K	Hold	412	–	–	0.03%	100
2024 Q2	$66.1K	Hold	412	–	–	0.03%	103
2024 Q1	$67.1K	Hold	412	–	–	0.03%	97
2023 Q4	$61.6K	Hold	412	–	–	0.03%	100
2023 Q3	$56.8K	Hold	412	–	–	0.03%	97
2023 Q2	$58.5K	Hold	412	–	–	0.03%	102
2023 Q1	$56.9K	Hold	412	–	–	0.03%	95
2022 Q4	$57.8K	Hold	412	–	–	0.03%	98
2022 Q3	$51K	Hold	412	–	–	0.03%	92
2022 Q2	$54K	Hold	412	–	–	0.03%	87
2022 Q1	$61K	Hold	412	–	–	0.03%	91
2021 Q4	$61K	Hold	412	–	–	0.03%	91
2021 Q3	$56K	Hold	412	–	–	0.03%	89
2021 Q2	$57K	Hold	412	–	–	0.03%	86
2021 Q1	$54K	Hold	412	–	–	0.03%	81
2020 Q4	$49K	Hold	412	–	–	0.02%	87
2020 Q3	$43K	Buy	412 +333	+422%	+$34.9K	0.02%	84
2020 Q2	$8K	Hold	79	–	–	﹤0.01%	171
2020 Q1	$7K	Hold	79	–	–	﹤0.01%	176
2019 Q4	$9K	Hold	79	–	–	0.01%	176
2019 Q3	$9K	Hold	79	–	–	0.01%	166
2019 Q2	$9K	Hold	79	–	–	0.01%	177
2019 Q1	$8K	Hold	79	–	–	﹤0.01%	161
2018 Q4	$8K	Buy	+79	New	+$8.31K	0.01%	154
2015 Q4	–	Sell	-1,250	Closed	-$96K	–	252
2015 Q3	$96K	Buy	+1,250	New	+$102K	0.07%	38

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Lowe Wealth Advisors's VTV Position: Q3 2025 in Review

Lowe Wealth Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 0.89% in Q3 2025, buying an estimated $1.27K and bringing the position to 796 shares worth $148K. The position accounts for 0.05% of the portfolio, ranked #72.

Lowe Wealth Advisors first reported a position in VTV in Q3 2015 and has held it in 29 quarters since. 2,448 funds tracked by Wall St. Rank hold VTV as of Q3 2025.

Lowe Wealth Advisors held 796 shares of Vanguard Morningstar Value ETF worth $148K as of Q3 2025.
Lowe Wealth Advisors bought 7 Vanguard Morningstar Value ETF shares in Q3 2025, an estimated $1.27K.
Vanguard Morningstar Value ETF made up 0.05% of Lowe Wealth Advisors's portfolio in Q3 2025, its #72 holding.
Lowe Wealth Advisors first reported a position in Vanguard Morningstar Value ETF in Q3 2015 and has held it in 29 quarters since.
2,448 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.