NEXT Financial Holdings’s Vanguard 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 $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

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

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

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

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