NEXT Financial Holdings’s Vanguard Morningstar Value ETF VTV Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$88K	Buy	+816	New	+$85.9K	0.02%	571

Other funds holding VTV

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Betterment LLC New York $59.1B AUM 18.41% 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

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

NEXT Financial Holdings's VTV Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Vanguard Morningstar Value ETF (VTV) in Q1 2019: 816 shares worth $88K. The stake represents 0.02% of the portfolio and ranks #571 among its holdings.

873 funds tracked by Wall St. Rank hold VTV as of Q1 2019.

NEXT Financial Holdings held 816 shares of Vanguard Morningstar Value ETF worth $88K as of Q1 2019.
Vanguard Morningstar Value ETF was a new NEXT Financial Holdings position in Q1 2019.
Vanguard Morningstar Value ETF made up 0.02% of NEXT Financial Holdings's portfolio in Q1 2019, its #571 holding.
873 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.