BOLTON SECURITIES CORPORATION’s Vanguard Morningstar Value ETF VTV Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$9.35M	Buy	+54,099	New	+$9.43M	0.55%	31

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.71B AUM 11.67% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's VTV Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Vanguard Morningstar Value ETF (VTV) in Q1 2025: 54,099 shares worth $9.35M. The stake represents 0.55% of the portfolio and ranks #31 among its holdings.

2,378 funds tracked by Wall St. Rank hold VTV as of Q1 2025.

BOLTON SECURITIES CORPORATION held 54,099 shares of Vanguard Morningstar Value ETF worth $9.35M as of Q1 2025.
Vanguard Morningstar Value ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
Vanguard Morningstar Value ETF made up 0.55% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #31 holding.
2,378 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.