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

Stapp 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
Q1 		– Sell
-1,555
Closed -$263K – 30
2024
Q4 		$263K Buy
+1,555
New +$273K 0.41% 21

Other funds holding VTV

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Stapp Wealth Management's VTV Position: Q1 2025 in Review

Stapp Wealth Management sold out of Vanguard Morningstar Value ETF (VTV) in Q1 2025, closing a stake of 1,555 shares — an estimated $263K sold.

Stapp Wealth Management first reported a position in VTV in Q4 2024 and held it in 1 quarter. The position peaked at $263K in Q4 2024. 2,366 funds tracked by Wall St. Rank hold VTV as of Q1 2025.

  • Stapp Wealth Management reported no remaining Vanguard Morningstar Value ETF position as of Q1 2025 after selling out during the quarter.
  • Stapp Wealth Management sold 1,555 Vanguard Morningstar Value ETF shares in Q1 2025, an estimated $263K.
  • Stapp Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q4 2024 and held it in 1 quarter.
  • Stapp Wealth Management's Vanguard Morningstar Value ETF position peaked at $263K in Q4 2024.
  • 2,366 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2025.

Based on Stapp Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.