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Stuart Chaussee & Associates’s Vanguard Morningstar Value ETF VTV Stock Holding History

Stuart Chaussee & Associates’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
Q4 		– Sell
-1,486
Closed -$277K – 152
2025
Q3 		$277K Sell
1,486
-40
-3% -$7.24K 0.06% 42
2025
Q2 		$270K Sell
1,526
-420
-22% -$70.9K 0.06% 41
2025
Q1 		$336K Hold
1,946
– – 0.08% 31
2024
Q4 		$329K Buy
1,946
+420
+28% +$73.7K 0.08% 30
2024
Q3 		$266K Hold
1,526
– – 0.07% 28
2024
Q2 		$245K Hold
1,526
– – 0.07% 27
2024
Q1 		$249K Buy
1,526
+1,396
+1,074% +$215K 0.07% 27
2023
Q4 		$19.4K Hold
130
– – 0.01% 92
2023
Q3 		$17.9K Hold
130
– – 0.01% 73
2023
Q2 		$18.5K Buy
+130
New +$18.1K 0.01% 73
2021
Q3 		– Sell
-260,143
Closed -$35.8M – 156
2021
Q2 		$35.8M Buy
260,143
+259,108
+25,035% +$35.6M 15.8% 1
2021
Q1 		$136K Buy
+1,035
New +$130K 0.05% 32
2020
Q1 		– Sell
-1,700
Closed -$204K – 130
2019
Q4 		$204K Hold
1,700
– – 0.12% 19
2019
Q3 		$190K Hold
1,700
– – 0.11% 19
2019
Q2 		$189K Hold
1,700
– – 0.12% 22
2019
Q1 		$183K Hold
1,700
– – 0.12% 18
2018
Q4 		$167K Buy
+1,700
New +$179K 0.13% 14
2017
Q4 		– Sell
-52,037
Closed -$5.25M – 131
2017
Q3 		$5.25M Buy
+52,037
New +$5.09M 3.9% 9
2017
Q1 		– Sell
-128,152
Closed -$11.9M – 87
2016
Q4 		$11.9M Buy
128,152
+3,255
+3% +$291K 9.23% 3
2016
Q3 		$10.9M Sell
124,897
-108
-0.1% -$9.41K 8.83% 3
2016
Q2 		$10.6M Buy
125,005
+6,000
+5% +$502K 8.72% 3
2016
Q1 		$9.71M Buy
+119,005
New +$9.33M 8.83% 3

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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Stuart Chaussee & Associates's VTV Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Vanguard Morningstar Value ETF (VTV) in Q4 2025, closing a stake of 1,486 shares — an estimated $277K sold.

Stuart Chaussee & Associates first reported a position in VTV in Q1 2016 and held it in 22 quarters. The position peaked at $35.8M in Q2 2021. 2,670 funds tracked by Wall St. Rank hold VTV as of Q4 2025.

  • Stuart Chaussee & Associates reported no remaining Vanguard Morningstar Value ETF position as of Q4 2025 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 1,486 Vanguard Morningstar Value ETF shares in Q4 2025, an estimated $277K.
  • Stuart Chaussee & Associates first reported a position in Vanguard Morningstar Value ETF in Q1 2016 and held it in 22 quarters.
  • Stuart Chaussee & Associates's Vanguard Morningstar Value ETF position peaked at $35.8M in Q2 2021.
  • 2,670 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.