Cardinal Strategic Wealth Guidance’s Vanguard Value ETF VTV Stock Holding History

Cardinal Strategic Wealth Guidance’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	$33.9K	Hold	173	–	–	0.01%	56
2025 Q4	$33K	Sell	173 -30	-15%	-$5.64K	0.01%	56
2025 Q3	$38K	Hold	203	–	–	0.01%	54
2025 Q2	$36.1K	Hold	203	–	–	0.01%	56
2025 Q1	$35.1K	Hold	203	–	–	0.01%	54
2024 Q4	$34.4K	Buy	+203	New	+$35.6K	0.01%	70
2023 Q1	–	Sell	-235	Closed	-$33K	–	95
2022 Q4	$33K	Buy	+235	New	+$32.4K	0.02%	77

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

Cardinal Strategic Wealth Guidance's VTV Position: Q1 2026 in Review

Cardinal Strategic Wealth Guidance held its Vanguard Value ETF (VTV) position steady in Q1 2026 at 173 shares worth $33.9K. The position accounts for 0.01% of the portfolio, ranked #56.

Cardinal Strategic Wealth Guidance first reported a position in VTV in Q4 2022 and has held it in 7 quarters since. The position peaked at $38K in Q3 2025. 2,698 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

Cardinal Strategic Wealth Guidance held 173 shares of Vanguard Value ETF worth $33.9K as of Q1 2026.
Cardinal Strategic Wealth Guidance left its Vanguard Value ETF share count unchanged in Q1 2026.
Vanguard Value ETF made up 0.01% of Cardinal Strategic Wealth Guidance's portfolio in Q1 2026, its #56 holding.
Cardinal Strategic Wealth Guidance first reported a position in Vanguard Value ETF in Q4 2022 and has held it in 7 quarters since.
Cardinal Strategic Wealth Guidance's Vanguard Value ETF position peaked at $38K in Q3 2025.
2,698 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2026, filed 20 Apr 2026.