Axis Wealth Partners’s Vanguard Value ETF VTV Stock Holding History

Axis Wealth Partners’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	$702K	Buy	3,579 +329	+10%	+$65.9K	0.37%	75
2025 Q4	$621K	Buy	3,250 +212	+7%	+$39.9K	0.34%	77
2025 Q3	$567K	Buy	3,038 +21	+0.7%	+$3.8K	0.33%	83
2025 Q2	$533K	Sell	3,017 -759	-20%	-$128K	0.35%	82
2025 Q1	$652K	Sell	3,776 -43	-1%	-$7.5K	0.48%	59
2024 Q4	$647K	Buy	+3,819	New	+$670K	0.54%	52

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Axis Wealth Partners's VTV Position: Q1 2026 in Review

Axis Wealth Partners increased its Vanguard Value ETF (VTV) stake by 10% in Q1 2026, buying an estimated $65.9K and bringing the position to 3,579 shares worth $702K. The position accounts for 0.37% of the portfolio, ranked #75.

Axis Wealth Partners first reported a position in VTV in Q4 2024 and has held it in 6 quarters since. 2,697 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

Axis Wealth Partners held 3,579 shares of Vanguard Value ETF worth $702K as of Q1 2026.
Axis Wealth Partners bought 329 Vanguard Value ETF shares in Q1 2026, an estimated $65.9K.
Vanguard Value ETF made up 0.37% of Axis Wealth Partners's portfolio in Q1 2026, its #75 holding.
Axis Wealth Partners first reported a position in Vanguard Value ETF in Q4 2024 and has held it in 6 quarters since.
2,697 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.