Sutton Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History

Sutton 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
2023 Q3	$552	Buy	+4	New	+$573	﹤0.01%	815

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

Betterment LLC New York $52.8B AUM 15.34% 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

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

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

Sutton Wealth Advisors's VTV Position: Q3 2023 in Review

Sutton Wealth Advisors opened a new position in Vanguard Value ETF (VTV) in Q3 2023: 4 shares worth $552. The stake represents ﹤0.01% of the portfolio and ranks #815 among its holdings.

1,832 funds tracked by Wall St. Rank hold VTV as of Q3 2023.

Sutton Wealth Advisors held 4 shares of Vanguard Value ETF worth $552 as of Q3 2023.
Vanguard Value ETF was a new Sutton Wealth Advisors position in Q3 2023.
Vanguard Value ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #815 holding.
1,832 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.