CWM
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Cahaba Wealth Management’s Vanguard Value ETF VTV Stock Holding History

Cahaba 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 		$271K Buy
1,382
+2
+0.1% +$400 0.02% 127
2025
Q4 		$264K Buy
1,380
+229
+20% +$43.1K 0.02% 126
2025
Q3 		$215K Buy
+1,151
New +$208K 0.02% 145
2025
Q2 		– Sell
-1,228
Closed -$212K – 161
2025
Q1 		$212K Buy
1,228
+2
+0.2% +$349 0.02% 138
2024
Q4 		$207K Sell
1,226
-125
-9% -$21.9K 0.02% 140
2024
Q3 		$236K Buy
+1,351
New +$226K 0.02% 131
2022
Q2 		– Sell
-1,480
Closed -$208K – 141
2022
Q1 		$208K Buy
+1,480
New +$216K 0.03% 136

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

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

Cahaba Wealth Management increased its Vanguard Value ETF (VTV) stake by 0.14% in Q1 2026, buying an estimated $400 and bringing the position to 1,382 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #127.

Cahaba Wealth Management first reported a position in VTV in Q1 2022 and has held it in 7 quarters since. 2,698 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Cahaba Wealth Management held 1,382 shares of Vanguard Value ETF worth $271K as of Q1 2026.
  • Cahaba Wealth Management bought 2 Vanguard Value ETF shares in Q1 2026, an estimated $400.
  • Vanguard Value ETF made up 0.02% of Cahaba Wealth Management's portfolio in Q1 2026, its #127 holding.
  • Cahaba Wealth Management first reported a position in Vanguard Value ETF in Q1 2022 and has held it in 7 quarters since.
  • 2,698 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on Cahaba Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.