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Bradley & Co Private Wealth Management’s Vanguard Value ETF VTV Stock Holding History

Bradley & Co Private 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 		$190K Buy
+969
New +$194K 0.1% 56
2025
Q3 		– Hold
0
– – – 205
2025
Q2 		– Hold
0
– – – 194
2025
Q1 		– Hold
0
– – – 188
2024
Q4 		– Hold
0
– – – 187
2024
Q2 		– Hold
0
– – – 183
2024
Q1 		– Hold
0
– – – 185
2023
Q4 		– Hold
0
– – – 198
2023
Q3 		– Hold
0
– – – 183
2023
Q2 		– Hold
0
– – – 181
2023
Q1 		– Hold
0
– – – 169
2022
Q4 		– Hold
0
– – – 172

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

Bradley & Co Private Wealth Management's VTV Position: Q1 2026 in Review

Bradley & Co Private Wealth Management opened a new position in Vanguard Value ETF (VTV) in Q1 2026: 969 shares worth $190K. The stake represents 0.1% of the portfolio and ranks #56 among its holdings.

2,697 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Bradley & Co Private Wealth Management held 969 shares of Vanguard Value ETF worth $190K as of Q1 2026.
  • Vanguard Value ETF was a new Bradley & Co Private Wealth Management position in Q1 2026.
  • Vanguard Value ETF made up 0.1% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #56 holding.
  • 2,697 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.