MGI
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MayTech Global Investments’s Vanguard Morningstar Value ETF VTV Stock Holding History

MayTech Global Investments’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
2021
Q2 		– Sell
-2,300
Closed -$302K – 69
2021
Q1 		$302K Hold
2,300
– – 0.07% 32
2020
Q4 		$274K Sell
2,300
-14,200
-86% -$1.6M 0.07% 31
2020
Q3 		$1.72M Hold
16,500
– – 0.46% 27
2020
Q2 		$1.64M Hold
16,500
– – 0.52% 27
2020
Q1 		$1.47M Hold
16,500
– – 0.67% 27
2019
Q4 		$1.98M Buy
+16,500
New +$1.9M 0.86% 28

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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 $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MayTech Global Investments's VTV Position: Q2 2021 in Review

MayTech Global Investments sold out of Vanguard Morningstar Value ETF (VTV) in Q2 2021, closing a stake of 2,300 shares — an estimated $302K sold.

MayTech Global Investments first reported a position in VTV in Q4 2019 and held it in 6 quarters. The position peaked at $1.98M in Q4 2019. 1,352 funds tracked by Wall St. Rank hold VTV as of Q2 2021.

  • MayTech Global Investments reported no remaining Vanguard Morningstar Value ETF position as of Q2 2021 after selling out during the quarter.
  • MayTech Global Investments sold 2,300 Vanguard Morningstar Value ETF shares in Q2 2021, an estimated $302K.
  • MayTech Global Investments first reported a position in Vanguard Morningstar Value ETF in Q4 2019 and held it in 6 quarters.
  • MayTech Global Investments's Vanguard Morningstar Value ETF position peaked at $1.98M in Q4 2019.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2021.

Based on MayTech Global Investments's 13F filing for Q2 2021, filed 13 Aug 2021.