Pursuit Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Pursuit Wealth 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 Q4	$288K	Buy	+1,506	New	+$283K	0.25%	111

Other funds holding VTV

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

Align Financial Hermantown, Minnesota $202M AUM

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 $424B AUM 22.96% 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

Pursuit Wealth Management's VTV Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in Vanguard Morningstar Value ETF (VTV) in Q4 2025: 1,506 shares worth $288K. The stake represents 0.25% of the portfolio and ranks #111 among its holdings.

2,662 funds tracked by Wall St. Rank hold VTV as of Q4 2025.

Pursuit Wealth Management held 1,506 shares of Vanguard Morningstar Value ETF worth $288K as of Q4 2025.
Vanguard Morningstar Value ETF was a new Pursuit Wealth Management position in Q4 2025.
Vanguard Morningstar Value ETF made up 0.25% of Pursuit Wealth Management's portfolio in Q4 2025, its #111 holding.
2,662 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.