AWA
VTV icon

Archvest Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History

Archvest Wealth 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
2026
Q1 		$3.95M Buy
20,126
+378
+2% +$75.7K 2.55% 10
2025
Q4 		$3.77M Buy
19,748
+654
+3% +$123K 2.41% 10
2025
Q3 		$3.56M Buy
19,094
+1,041
+6% +$188K 3.15% 9
2025
Q2 		$3.19M Buy
18,053
+1,196
+7% +$202K 2.78% 12
2025
Q1 		$2.91M Buy
16,857
+2,755
+20% +$480K 2.41% 15
2024
Q4 		$2.39M Buy
14,102
+3,504
+33% +$615K 1.73% 15
2024
Q3 		$1.85M Buy
10,598
+1,154
+12% +$193K 1.17% 15
2024
Q2 		$1.51M Buy
9,444
+4,468
+90% +$714K 1% 18
2024
Q1 		$807K Buy
4,976
+272
+6% +$41.9K 0.57% 28
2023
Q4 		$703K Sell
4,704
-1,003
-18% -$141K 0.53% 29
2023
Q3 		$787K Buy
5,707
+2,145
+60% +$307K 0.64% 23
2023
Q2 		$506K Buy
3,562
+918
+35% +$128K 0.42% 30
2023
Q1 		$365K Buy
2,644
+1,391
+111% +$195K 0.32% 33
2022
Q4 		$218K Sell
1,253
-1,481
-54% -$204K 0.22% 40
2022
Q3 		$338K Buy
+2,734
New +$370K 0.35% 33

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

Archvest Wealth Advisors's VTV Position: Q1 2026 in Review

Archvest Wealth Advisors increased its Vanguard Value ETF (VTV) stake by 1.9% in Q1 2026, buying an estimated $75.7K and bringing the position to 20,126 shares worth $3.95M. The position accounts for 2.55% of the portfolio, ranked #10.

Archvest Wealth Advisors first reported a position in VTV in Q3 2022 and has held it in 15 quarters since. 2,698 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Archvest Wealth Advisors held 20,126 shares of Vanguard Value ETF worth $3.95M as of Q1 2026.
  • Archvest Wealth Advisors bought 378 Vanguard Value ETF shares in Q1 2026, an estimated $75.7K.
  • Vanguard Value ETF made up 2.55% of Archvest Wealth Advisors's portfolio in Q1 2026, its #10 holding.
  • Archvest Wealth Advisors first reported a position in Vanguard Value ETF in Q3 2022 and has held it in 15 quarters since.
  • 2,698 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on Archvest Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.