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Reframe Wealth’s Vanguard Morningstar Value ETF VTV Stock Holding History

Reframe Wealth’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
2022
Q4 		$981K Buy
+6,989
New +$963K 0.38% 23

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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Reframe Wealth's VTV Position: Q4 2022 in Review

Reframe Wealth opened a new position in Vanguard Morningstar Value ETF (VTV) in Q4 2022: 6,989 shares worth $981K. The stake represents 0.38% of the portfolio and ranks #23 among its holdings.

1,827 funds tracked by Wall St. Rank hold VTV as of Q4 2022.

  • Reframe Wealth held 6,989 shares of Vanguard Morningstar Value ETF worth $981K as of Q4 2022.
  • Vanguard Morningstar Value ETF was a new Reframe Wealth position in Q4 2022.
  • Vanguard Morningstar Value ETF made up 0.38% of Reframe Wealth's portfolio in Q4 2022, its #23 holding.
  • 1,827 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q4 2022.

Based on Reframe Wealth's 13F filing for Q4 2022, filed 30 Mar 2023.