Seven Post Investment Office’s Vanguard Morningstar Value ETF VTV Stock Holding History

Seven Post Investment Office’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
2024 Q3	–	Sell	-8,945	Closed	-$1.43M	–	56
2024 Q2	$1.43M	Hold	8,945	–	–	0.27%	29
2024 Q1	$1.46M	Hold	8,945	–	–	0.36%	27
2023 Q4	$1.34M	Hold	8,945	–	–	0.34%	28
2023 Q3	$1.23M	Hold	8,945	–	–	0.34%	27
2023 Q2	$1.27M	Hold	8,945	–	–	0.39%	25
2023 Q1	$1.24M	Hold	8,945	–	–	0.45%	22
2022 Q4	$1.26M	Buy	+8,945	New	+$1.23M	0.44%	23

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Seven Post Investment Office's VTV Position: Q3 2024 in Review

Seven Post Investment Office sold out of Vanguard Morningstar Value ETF (VTV) in Q3 2024, closing a stake of 8,945 shares — an estimated $1.43M sold.

Seven Post Investment Office first reported a position in VTV in Q4 2022 and held it in 7 quarters. The position peaked at $1.46M in Q1 2024. 2,139 funds tracked by Wall St. Rank hold VTV as of Q3 2024.

Seven Post Investment Office reported no remaining Vanguard Morningstar Value ETF position as of Q3 2024 after selling out during the quarter.
Seven Post Investment Office sold 8,945 Vanguard Morningstar Value ETF shares in Q3 2024, an estimated $1.43M.
Seven Post Investment Office first reported a position in Vanguard Morningstar Value ETF in Q4 2022 and held it in 7 quarters.
Seven Post Investment Office's Vanguard Morningstar Value ETF position peaked at $1.46M in Q1 2024.
2,139 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2024.

Based on Seven Post Investment Office's 13F filing for Q3 2024, filed 31 Oct 2024.