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Nilsine Partners’s Vanguard Morningstar 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 $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Nilsine Partners's VTV Position: Q1 2025 in Review

Nilsine Partners sold out of Vanguard Morningstar 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. 2,373 funds tracked by Wall St. Rank hold VTV as of Q1 2025.

  • Nilsine Partners reported no remaining Vanguard Morningstar Value ETF position as of Q1 2025 after selling out during the quarter.
  • Nilsine Partners sold 1,313 Vanguard Morningstar Value ETF shares in Q1 2025, an estimated $222K.
  • Nilsine Partners first reported a position in Vanguard Morningstar Value ETF in Q1 2023 and held it in 5 quarters.
  • Nilsine Partners's Vanguard Morningstar Value ETF position peaked at $242K in Q1 2023.
  • 2,373 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2025.

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