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Parker Investment Management’s Vanguard Value ETF VTV Stock Holding History

Parker Investment Management’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
Q2 		– Sell
-1,251
Closed -$216K – 45
2025
Q1 		$216K Buy
+1,251
New +$218K 0.04% 34

Other funds holding VTV

Bank of America
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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Parker Investment Management's VTV Position: Q2 2025 in Review

Parker Investment Management sold out of Vanguard Value ETF (VTV) in Q2 2025, closing a stake of 1,251 shares — an estimated $216K sold.

Parker Investment Management first reported a position in VTV in Q1 2025 and held it in 1 quarter. The position peaked at $216K in Q1 2025. 2,402 funds tracked by Wall St. Rank hold VTV as of Q2 2025.

  • Parker Investment Management reported no remaining Vanguard Value ETF position as of Q2 2025 after selling out during the quarter.
  • Parker Investment Management sold 1,251 Vanguard Value ETF shares in Q2 2025, an estimated $216K.
  • Parker Investment Management first reported a position in Vanguard Value ETF in Q1 2025 and held it in 1 quarter.
  • Parker Investment Management's Vanguard Value ETF position peaked at $216K in Q1 2025.
  • 2,402 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2025.

Based on Parker Investment Management's 13F filing for Q2 2025, filed 8 Aug 2025.