MSS
VTV icon

Mitchell Sinkler & Starr’s Vanguard Value ETF VTV Stock Holding History

Mitchell Sinkler & Starr’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
Q1 		– Sell
-223
Closed -$37.8K – 186
2024
Q4 		$37.8K Hold
223
– – 0.01% 179
2024
Q3 		$38.9K Hold
223
– – 0.01% 181
2024
Q2 		$37.1K Hold
223
– – 0.01% 176
2024
Q1 		$36.3K Buy
+223
New +$34.4K 0.01% 175

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Mitchell Sinkler & Starr's VTV Position: Q1 2025 in Review

Mitchell Sinkler & Starr sold out of Vanguard Value ETF (VTV) in Q1 2025, closing a stake of 223 shares — an estimated $37.8K sold.

Mitchell Sinkler & Starr first reported a position in VTV in Q1 2024 and held it in 4 quarters. The position peaked at $38.9K in Q3 2024. 2,365 funds tracked by Wall St. Rank hold VTV as of Q1 2025.

  • Mitchell Sinkler & Starr reported no remaining Vanguard Value ETF position as of Q1 2025 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 223 Vanguard Value ETF shares in Q1 2025, an estimated $37.8K.
  • Mitchell Sinkler & Starr first reported a position in Vanguard Value ETF in Q1 2024 and held it in 4 quarters.
  • Mitchell Sinkler & Starr's Vanguard Value ETF position peaked at $38.9K in Q3 2024.
  • 2,365 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2025.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2025, filed 7 May 2025.