SNWA
VTV icon

Siligmueller & Norvid Wealth Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Siligmueller & Norvid Wealth Advisors’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
Q3 		– Sell
-22,075
Closed -$3.91M – 223
2025
Q2 		$3.91M Buy
22,075
+1,123
+5% +$190K 1.52% 19
2025
Q1 		$3.62M Hold
20,952
– – 1.53% 21
2024
Q4 		$3.55M Buy
+20,952
New +$3.68M 1.51% 21

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's VTV Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of Vanguard Morningstar Value ETF (VTV) in Q3 2025, closing a stake of 22,075 shares — an estimated $3.91M sold.

Siligmueller & Norvid Wealth Advisors first reported a position in VTV in Q4 2024 and held it in 3 quarters. The position peaked at $3.91M in Q2 2025. 2,452 funds tracked by Wall St. Rank hold VTV as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining Vanguard Morningstar Value ETF position as of Q3 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 22,075 Vanguard Morningstar Value ETF shares in Q3 2025, an estimated $3.91M.
  • Siligmueller & Norvid Wealth Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2024 and held it in 3 quarters.
  • Siligmueller & Norvid Wealth Advisors's Vanguard Morningstar Value ETF position peaked at $3.91M in Q2 2025.
  • 2,452 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.