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Panoramic Investment Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Panoramic Investment Advisors’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
Q3 		– Sell
-2,262
Closed -$400K – 129
2025
Q2 		$400K Buy
+2,262
New +$382K 0.25% 74

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 22.96% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Panoramic Investment Advisors's VTV Position: Q3 2025 in Review

Panoramic Investment Advisors sold out of Vanguard Morningstar Value ETF (VTV) in Q3 2025, closing a stake of 2,262 shares — an estimated $400K sold.

Panoramic Investment Advisors first reported a position in VTV in Q2 2025 and held it in 1 quarter. The position peaked at $400K in Q2 2025. 2,452 funds tracked by Wall St. Rank hold VTV as of Q3 2025.

  • Panoramic Investment Advisors reported no remaining Vanguard Morningstar Value ETF position as of Q3 2025 after selling out during the quarter.
  • Panoramic Investment Advisors sold 2,262 Vanguard Morningstar Value ETF shares in Q3 2025, an estimated $400K.
  • Panoramic Investment Advisors first reported a position in Vanguard Morningstar Value ETF in Q2 2025 and held it in 1 quarter.
  • Panoramic Investment Advisors's Vanguard Morningstar Value ETF position peaked at $400K in Q2 2025.
  • 2,452 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2025.

Based on Panoramic Investment Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.