Nauset Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Nauset Wealth Management’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
2022 Q1	$4.44M	Buy	+30,023	New	+$4.38M	3.53%	10

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Nauset Wealth Management's VTV Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Vanguard Morningstar Value ETF (VTV) in Q1 2022: 30,023 shares worth $4.44M. The stake represents 3.53% of the portfolio and ranks #10 among its holdings.

1,645 funds tracked by Wall St. Rank hold VTV as of Q1 2022.

Nauset Wealth Management held 30,023 shares of Vanguard Morningstar Value ETF worth $4.44M as of Q1 2022.
Vanguard Morningstar Value ETF was a new Nauset Wealth Management position in Q1 2022.
Vanguard Morningstar Value ETF made up 3.53% of Nauset Wealth Management's portfolio in Q1 2022, its #10 holding.
1,645 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.