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Zullo Investment Group’s Vanguard Morningstar Value ETF VTV Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-58
Closed -$8.14K – 707
2022
Q4 		$8.14K Hold
58
– – 0.01% 523
2022
Q3 		$7K Hold
58
– – ﹤0.01% 552
2022
Q2 		$8K Hold
58
– – 0.01% 544
2022
Q1 		$9K Sell
58
-330
-85% -$48.2K ﹤0.01% 564
2021
Q4 		$57K Buy
+388
New +$55.4K 0.03% 290

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Zullo Investment Group's VTV Position: Q1 2023 in Review

Zullo Investment Group sold out of Vanguard Morningstar Value ETF (VTV) in Q1 2023, closing a stake of 58 shares — an estimated $8.14K sold.

Zullo Investment Group first reported a position in VTV in Q4 2021 and held it in 5 quarters. The position peaked at $57K in Q4 2021. 1,797 funds tracked by Wall St. Rank hold VTV as of Q1 2023.

  • Zullo Investment Group reported no remaining Vanguard Morningstar Value ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 58 Vanguard Morningstar Value ETF shares in Q1 2023, an estimated $8.14K.
  • Zullo Investment Group first reported a position in Vanguard Morningstar Value ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Vanguard Morningstar Value ETF position peaked at $57K in Q4 2021.
  • 1,797 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.