WWP
VTV icon

Walden Wealth Partners’s Vanguard Value ETF VTV Stock Holding History

Walden Wealth Partners’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
Q2 		$257K Hold
1,605
– – 0.14% 70
2024
Q1 		$256K Hold
1,605
– – 0.15% 75
2023
Q4 		$240K Buy
+1,605
New +$226K 0.15% 77

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Walden Wealth Partners's VTV Position: Q2 2024 in Review

Walden Wealth Partners held its Vanguard Value ETF (VTV) position steady in Q2 2024 at 1,605 shares worth $257K. The position accounts for 0.14% of the portfolio, ranked #70.

Walden Wealth Partners first reported a position in VTV in Q4 2023 and has held it in 3 quarters since. 2,059 funds tracked by Wall St. Rank hold VTV as of Q2 2024.

  • Walden Wealth Partners held 1,605 shares of Vanguard Value ETF worth $257K as of Q2 2024.
  • Walden Wealth Partners left its Vanguard Value ETF share count unchanged in Q2 2024.
  • Vanguard Value ETF made up 0.14% of Walden Wealth Partners's portfolio in Q2 2024, its #70 holding.
  • Walden Wealth Partners first reported a position in Vanguard Value ETF in Q4 2023 and has held it in 3 quarters since.
  • 2,059 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.