BetterWealth’s Vanguard Value ETF VTV Stock Holding History

BetterWealth’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	$361K	Buy	1,838 +110	+6%	+$22K	0.07%	52
2025 Q4	$330K	Hold	1,728	–	–	0.08%	43
2025 Q3	$322K	Sell	1,728 -667	-28%	-$121K	0.08%	45
2025 Q2	$423K	Hold	2,395	–	–	0.11%	38
2025 Q1	$414K	Sell	2,395 -57	-2%	-$9.94K	0.12%	37
2024 Q4	$415K	Hold	2,452	–	–	0.11%	45
2024 Q3	$428K	Hold	2,452	–	–	0.13%	40
2024 Q2	$393K	Hold	2,452	–	–	0.13%	42
2024 Q1	$399K	Hold	2,452	–	–	0.13%	43
2023 Q4	$367K	Hold	2,452	–	–	0.13%	45
2023 Q3	$338K	Hold	2,452	–	–	0.14%	35
2023 Q2	$348K	Hold	2,452	–	–	0.14%	33
2023 Q1	$339K	Hold	2,452	–	–	0.14%	34
2022 Q4	$344K	Hold	2,452	–	–	0.16%	28
2022 Q3	$303K	Hold	2,452	–	–	0.16%	30
2022 Q2	$323K	Hold	2,452	–	–	0.16%	31
2022 Q1	$362K	Hold	2,452	–	–	0.48%	20
2021 Q4	$361K	Buy	+2,452	New	+$350K	0.25%	25

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

BetterWealth's VTV Position: Q1 2026 in Review

BetterWealth increased its Vanguard Value ETF (VTV) stake by 6.4% in Q1 2026, buying an estimated $22K and bringing the position to 1,838 shares worth $361K. The position accounts for 0.07% of the portfolio, ranked #52.

BetterWealth first reported a position in VTV in Q4 2021 and has held it in 18 quarters since. The position peaked at $428K in Q3 2024. 2,697 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

BetterWealth held 1,838 shares of Vanguard Value ETF worth $361K as of Q1 2026.
BetterWealth bought 110 Vanguard Value ETF shares in Q1 2026, an estimated $22K.
Vanguard Value ETF made up 0.07% of BetterWealth's portfolio in Q1 2026, its #52 holding.
BetterWealth first reported a position in Vanguard Value ETF in Q4 2021 and has held it in 18 quarters since.
BetterWealth's Vanguard Value ETF position peaked at $428K in Q3 2024.
2,697 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.