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Piershale Financial Group’s Vanguard Morningstar Value ETF VTV Stock Holding History

Piershale Financial Group’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
2023
Q2 		$5.26K Hold
37
– – ﹤0.01% 164
2023
Q1 		$5.11K Hold
37
– – ﹤0.01% 165
2022
Q4 		$5.19K Buy
+37
New +$5.1K ﹤0.01% 167

Other funds holding VTV

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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 $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Piershale Financial Group's VTV Position: Q2 2023 in Review

Piershale Financial Group held its Vanguard Morningstar Value ETF (VTV) position steady in Q2 2023 at 37 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

Piershale Financial Group first reported a position in VTV in Q4 2022 and has held it in 3 quarters since. 1,824 funds tracked by Wall St. Rank hold VTV as of Q2 2023.

  • Piershale Financial Group held 37 shares of Vanguard Morningstar Value ETF worth $5.26K as of Q2 2023.
  • Piershale Financial Group left its Vanguard Morningstar Value ETF share count unchanged in Q2 2023.
  • Vanguard Morningstar Value ETF made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #164 holding.
  • Piershale Financial Group first reported a position in Vanguard Morningstar Value ETF in Q4 2022 and has held it in 3 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.