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Meitav Investment House’s Vanguard Morningstar Value ETF VTV Stock Holding History

Meitav Investment House’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
Q3 		– Sell
-111
Closed -$15.8K – 517
2023
Q2 		$15.8K Buy
+111
New +$15.4K ﹤0.01% 513
2021
Q2 		– Sell
-3,107
Closed -$410 – 440
2021
Q1 		$410 Buy
+3,107
New +$390K 0.01% 291
2018
Q3 		– Sell
-1,315
Closed -$498K – 477
2018
Q2 		$498K Buy
+1,315
New +$138K 0.02% 323

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Meitav Investment House's VTV Position: Q3 2023 in Review

Meitav Investment House sold out of Vanguard Morningstar Value ETF (VTV) in Q3 2023, closing a stake of 111 shares — an estimated $15.8K sold.

Meitav Investment House first reported a position in VTV in Q2 2018 and held it in 3 quarters. The position peaked at $498K in Q2 2018. 1,833 funds tracked by Wall St. Rank hold VTV as of Q3 2023.

  • Meitav Investment House reported no remaining Vanguard Morningstar Value ETF position as of Q3 2023 after selling out during the quarter.
  • Meitav Investment House sold 111 Vanguard Morningstar Value ETF shares in Q3 2023, an estimated $15.8K.
  • Meitav Investment House first reported a position in Vanguard Morningstar Value ETF in Q2 2018 and held it in 3 quarters.
  • Meitav Investment House's Vanguard Morningstar Value ETF position peaked at $498K in Q2 2018.
  • 1,833 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.