Peterson Wealth Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Peterson Wealth 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 Q1	–	Sell	-9,549	Closed	-$1.63M	–	96
2024 Q4	$1.63M	Sell	9,549 -388	-4%	-$68.1K	0.29%	31
2024 Q3	$1.73M	Buy	9,937 +115	+1%	+$19.3K	0.33%	28
2024 Q2	$1.58M	Hold	9,822	–	–	0.33%	26
2024 Q1	$1.6M	Buy	9,822 +61	+0.6%	+$9.4K	0.34%	26
2023 Q4	$1.46M	Buy	9,761 +66	+0.7%	+$9.29K	0.35%	26
2023 Q3	$1.34M	Buy	9,695 +54	+0.6%	+$7.74K	0.36%	27
2023 Q2	$1.38M	Buy	9,641 +63	+0.7%	+$8.75K	0.36%	27
2023 Q1	$1.32M	Buy	9,578 +2,268	+31%	+$318K	0.36%	27
2022 Q4	$1.03M	Sell	7,310 -106	-1%	-$14.6K	0.31%	27
2022 Q3	$916K	Buy	+7,416	New	+$1M	0.31%	26

Other funds holding VTV

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Peterson Wealth Advisors's VTV Position: Q1 2025 in Review

Peterson Wealth Advisors sold out of Vanguard Morningstar Value ETF (VTV) in Q1 2025, closing a stake of 9,549 shares — an estimated $1.63M sold.

Peterson Wealth Advisors first reported a position in VTV in Q3 2022 and held it in 10 quarters. The position peaked at $1.73M in Q3 2024. 2,366 funds tracked by Wall St. Rank hold VTV as of Q1 2025.

Peterson Wealth Advisors reported no remaining Vanguard Morningstar Value ETF position as of Q1 2025 after selling out during the quarter.
Peterson Wealth Advisors sold 9,549 Vanguard Morningstar Value ETF shares in Q1 2025, an estimated $1.63M.
Peterson Wealth Advisors first reported a position in Vanguard Morningstar Value ETF in Q3 2022 and held it in 10 quarters.
Peterson Wealth Advisors's Vanguard Morningstar Value ETF position peaked at $1.73M in Q3 2024.
2,366 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2025.

Based on Peterson Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.