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McCutchen Group’s Vanguard Value ETF VTV Stock Holding History

McCutchen 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
2020
Q1 		– Sell
-1,750
Closed -$210K – 25
2019
Q4 		$210K Sell
1,750
-250
-13% -$28.9K 0.06% 25
2019
Q3 		$223K Hold
2,000
– – 0.07% 25
2019
Q2 		$222K Hold
2,000
– – 0.07% 25
2019
Q1 		$215K Buy
+2,000
New +$211K 0.07% 28

Other funds holding VTV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
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
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

McCutchen Group's VTV Position: Q1 2020 in Review

McCutchen Group sold out of Vanguard Value ETF (VTV) in Q1 2020, closing a stake of 1,750 shares — an estimated $210K sold.

McCutchen Group first reported a position in VTV in Q1 2019 and held it in 4 quarters. The position peaked at $223K in Q3 2019. 999 funds tracked by Wall St. Rank hold VTV as of Q1 2020.

  • McCutchen Group reported no remaining Vanguard Value ETF position as of Q1 2020 after selling out during the quarter.
  • McCutchen Group sold 1,750 Vanguard Value ETF shares in Q1 2020, an estimated $210K.
  • McCutchen Group first reported a position in Vanguard Value ETF in Q1 2019 and held it in 4 quarters.
  • McCutchen Group's Vanguard Value ETF position peaked at $223K in Q3 2019.
  • 999 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2020.

Based on McCutchen Group's 13F filing for Q1 2020, filed 21 Apr 2020.