Wipfli Financial Advisors’s Vanguard Value ETF VTV Stock Holding History

Wipfli Financial 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
2022 Q3	$829K	Buy	6,715 +1,234	+23%	+$167K	0.06%	146
2022 Q2	$723K	Sell	5,481 -282	-5%	-$39.8K	0.08%	45
2022 Q1	$851K	Buy	5,763 +1,074	+23%	+$157K	0.09%	44
2021 Q4	$690K	Sell	4,689 -62	-1%	-$8.85K	0.08%	25
2021 Q3	$643K	Sell	4,751 -37	-0.8%	-$5.15K	0.08%	26
2021 Q2	$658K	Sell	4,788 -388	-7%	-$53.3K	0.09%	24
2021 Q1	$681K	Buy	5,176 +1,298	+33%	+$163K	0.37%	16
2020 Q4	$461K	Buy	+3,878	New	+$436K	0.27%	22

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wipfli Financial Advisors's VTV Position: Q3 2022 in Review

Wipfli Financial Advisors increased its Vanguard Value ETF (VTV) stake by 23% in Q3 2022, buying an estimated $167K and bringing the position to 6,715 shares worth $829K. The position accounts for 0.06% of the portfolio, ranked #146.

Wipfli Financial Advisors first reported a position in VTV in Q4 2020 and has held it in 8 quarters since. The position peaked at $851K in Q1 2022. 1,643 funds tracked by Wall St. Rank hold VTV as of Q3 2022.

Wipfli Financial Advisors held 6,715 shares of Vanguard Value ETF worth $829K as of Q3 2022.
Wipfli Financial Advisors bought 1,234 Vanguard Value ETF shares in Q3 2022, an estimated $167K.
Vanguard Value ETF made up 0.06% of Wipfli Financial Advisors's portfolio in Q3 2022, its #146 holding.
Wipfli Financial Advisors first reported a position in Vanguard Value ETF in Q4 2020 and has held it in 8 quarters since.
Wipfli Financial Advisors's Vanguard Value ETF position peaked at $851K in Q1 2022.
1,643 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.