Resolute Financial’s Vanguard Value ETF VTV Stock Holding History

Resolute Financial’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	$1.86M	Buy	13,261 +7,986	+151%	+$1.1M	1.58%	15
2022 Q3	$651K	Buy	5,275 +2,829	+116%	+$382K	0.62%	34
2022 Q2	$323K	Buy	2,446 +36	+1%	+$5.08K	0.28%	82
2022 Q1	$356K	Buy	2,410 +186	+8%	+$27.1K	0.29%	77
2021 Q4	$327K	Buy	+2,224	New	+$318K	0.24%	83

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Betterment LLC New York $52.8B AUM 15.34% 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

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

Resolute Financial's VTV Position: Q4 2022 in Review

Resolute Financial increased its Vanguard Value ETF (VTV) stake by 151% in Q4 2022, buying an estimated $1.1M and bringing the position to 13,261 shares worth $1.86M. The position accounts for 1.58% of the portfolio, ranked #15.

Resolute Financial first reported a position in VTV in Q4 2021 and has held it in 5 quarters since. 1,826 funds tracked by Wall St. Rank hold VTV as of Q4 2022.

Resolute Financial held 13,261 shares of Vanguard Value ETF worth $1.86M as of Q4 2022.
Resolute Financial bought 7,986 Vanguard Value ETF shares in Q4 2022, an estimated $1.1M.
Vanguard Value ETF made up 1.58% of Resolute Financial's portfolio in Q4 2022, its #15 holding.
Resolute Financial first reported a position in Vanguard Value ETF in Q4 2021 and has held it in 5 quarters since.
1,826 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.