AWM
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Angeles Wealth Management’s Vanguard Value ETF VTV Stock Holding History

Angeles 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
2026
Q1 		$48.7M Sell
248,466
-5,665
-2% -$1.13M 2.65% 9
2025
Q4 		$48.5M Sell
254,131
-12,194
-5% -$2.29M 2.68% 9
2025
Q3 		$49.7M Sell
266,325
-1,714
-0.6% -$310K 3.05% 9
2025
Q2 		$47.4M Buy
268,039
+85,135
+47% +$14.4M 3.25% 9
2025
Q1 		$31.6M Sell
182,904
-2,293
-1% -$400K 2.63% 7
2024
Q4 		$31.4M Buy
185,197
+3,847
+2% +$675K 2.58% 10
2024
Q3 		$31.7M Buy
181,350
+7,482
+4% +$1.25M 2.73% 9
2024
Q2 		$27.9M Sell
173,868
-10,850
-6% -$1.73M 2.62% 9
2024
Q1 		$30.1M Sell
184,718
-15,272
-8% -$2.35M 3.01% 7
2023
Q4 		$29.9M Sell
199,990
-4,019
-2% -$565K 3.64% 7
2023
Q3 		$28.1M Sell
204,009
-16,840
-8% -$2.41M 3.98% 7
2023
Q2 		$31.4M Sell
220,849
-1,100
-0.5% -$153K 4.28% 7
2023
Q1 		$30.7M Sell
221,949
-4,470
-2% -$627K 4.56% 6
2022
Q4 		$31.8M Buy
226,419
+26,969
+14% +$3.71M 5.56% 5
2022
Q3 		$24.6M Sell
199,450
-57,350
-22% -$7.75M 4.88% 6
2022
Q2 		$33.9M Buy
+256,800
New +$36.2M 6.76% 3

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Angeles Wealth Management's VTV Position: Q1 2026 in Review

Angeles Wealth Management reduced its Vanguard Value ETF (VTV) stake by 2.2% in Q1 2026, selling an estimated $1.13M and leaving 248,466 shares worth $48.7M. The position accounts for 2.65% of the portfolio, ranked #9.

Angeles Wealth Management first reported a position in VTV in Q2 2022 and has held it in 16 quarters since. The position peaked at $49.7M in Q3 2025. 2,698 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Angeles Wealth Management held 248,466 shares of Vanguard Value ETF worth $48.7M as of Q1 2026.
  • Angeles Wealth Management sold 5,665 Vanguard Value ETF shares in Q1 2026, an estimated $1.13M.
  • Vanguard Value ETF made up 2.65% of Angeles Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Angeles Wealth Management first reported a position in Vanguard Value ETF in Q2 2022 and has held it in 16 quarters since.
  • Angeles Wealth Management's Vanguard Value ETF position peaked at $49.7M in Q3 2025.
  • 2,698 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.