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Nilsine Partners’s Vanguard Value ETF VTV Stock Holding History

Nilsine Partners’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
-1,313
Closed -$222K – 389
2024
Q4 		$222K Hold
1,313
– – 0.02% 349
2024
Q3 		$229K Hold
1,313
– – 0.03% 315
2024
Q2 		$211K Hold
1,313
– – 0.03% 314
2024
Q1 		$214K Buy
+1,313
New +$202K 0.03% 316
2023
Q2 		– Sell
-1,754
Closed -$242K – 359
2023
Q1 		$242K Buy
+1,754
New +$246K 0.04% 307

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

Nilsine Partners's VTV Position: Q1 2025 in Review

Nilsine Partners sold out of Vanguard Value ETF (VTV) in Q1 2025, closing a stake of 1,313 shares — an estimated $222K sold.

Nilsine Partners first reported a position in VTV in Q1 2023 and held it in 5 quarters. The position peaked at $242K in Q1 2023. 2,365 funds tracked by Wall St. Rank hold VTV as of Q1 2025.

  • Nilsine Partners reported no remaining Vanguard Value ETF position as of Q1 2025 after selling out during the quarter.
  • Nilsine Partners sold 1,313 Vanguard Value ETF shares in Q1 2025, an estimated $222K.
  • Nilsine Partners first reported a position in Vanguard Value ETF in Q1 2023 and held it in 5 quarters.
  • Nilsine Partners's Vanguard Value ETF position peaked at $242K in Q1 2023.
  • 2,365 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2025.

Based on Nilsine Partners's 13F filing for Q1 2025, filed 22 Apr 2025.