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

Wechter Feldman 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
2021
Q2 		$1.45M Buy
+10,514
New +$1.44M 1.01% 11
2017
Q2 		– Sell
-6,240
Closed -$595K – 35
2017
Q1 		$595K Hold
6,240
– – 0.41% 20
2016
Q4 		$580K Buy
+6,240
New +$559K 0.38% 23

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wechter Feldman Wealth Management's VTV Position: Q2 2021 in Review

Wechter Feldman Wealth Management opened a new position in Vanguard Morningstar Value ETF (VTV) in Q2 2021: 10,514 shares worth $1.45M. The stake represents 1.01% of the portfolio and ranks #11 among its holdings. This is a return to the name: Wechter Feldman Wealth Management previously reported a position in VTV as recently as Q1 2017.

Wechter Feldman Wealth Management first reported a position in VTV in Q4 2016 and has held it in 3 quarters since. 1,352 funds tracked by Wall St. Rank hold VTV as of Q2 2021.

  • Wechter Feldman Wealth Management held 10,514 shares of Vanguard Morningstar Value ETF worth $1.45M as of Q2 2021.
  • Vanguard Morningstar Value ETF was a new Wechter Feldman Wealth Management position in Q2 2021.
  • Vanguard Morningstar Value ETF made up 1.01% of Wechter Feldman Wealth Management's portfolio in Q2 2021, its #11 holding.
  • Wechter Feldman Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q4 2016 and has held it in 3 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2021.

Based on Wechter Feldman Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.