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Prime Buchholz’s Vanguard Morningstar Value ETF VTV Stock Holding History

Prime Buchholz’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
-50,519
Closed -$8.55M – 32
2024
Q4 		$8.55M Buy
+50,519
New +$8.87M 2.79% 10

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Prime Buchholz's VTV Position: Q1 2025 in Review

Prime Buchholz sold out of Vanguard Morningstar Value ETF (VTV) in Q1 2025, closing a stake of 50,519 shares — an estimated $8.55M sold.

Prime Buchholz first reported a position in VTV in Q4 2024 and held it in 1 quarter. The position peaked at $8.55M in Q4 2024. 2,370 funds tracked by Wall St. Rank hold VTV as of Q1 2025.

  • Prime Buchholz reported no remaining Vanguard Morningstar Value ETF position as of Q1 2025 after selling out during the quarter.
  • Prime Buchholz sold 50,519 Vanguard Morningstar Value ETF shares in Q1 2025, an estimated $8.55M.
  • Prime Buchholz first reported a position in Vanguard Morningstar Value ETF in Q4 2024 and held it in 1 quarter.
  • Prime Buchholz's Vanguard Morningstar Value ETF position peaked at $8.55M in Q4 2024.
  • 2,370 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2025.

Based on Prime Buchholz's 13F filing for Q1 2025, filed 9 May 2025.