CWM
VTV icon

Cedar Wealth Management’s Vanguard Value ETF VTV Stock Holding History

Cedar 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 		– Sell
-198
Closed -$37.8K – 225
2025
Q4 		$37.8K Hold
198
– – 0.01% 132
2025
Q3 		$36.9K Buy
198
+1
+0.5% +$181 0.01% 135
2025
Q2 		$34.8K Buy
+197
New +$33.3K 0.01% 127
2019
Q1 		– Sell
-229
Closed -$22K – 172
2018
Q4 		$22K Hold
229
– – 0.02% 117
2018
Q3 		$25K Buy
+229
New +$25K 0.01% 107

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

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

Cedar Wealth Management sold out of Vanguard Value ETF (VTV) in Q1 2026, closing a stake of 198 shares — an estimated $37.8K sold.

Cedar Wealth Management first reported a position in VTV in Q3 2018 and held it in 5 quarters. The position peaked at $37.8K in Q4 2025. 2,697 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Cedar Wealth Management reported no remaining Vanguard Value ETF position as of Q1 2026 after selling out during the quarter.
  • Cedar Wealth Management sold 198 Vanguard Value ETF shares in Q1 2026, an estimated $37.8K.
  • Cedar Wealth Management first reported a position in Vanguard Value ETF in Q3 2018 and held it in 5 quarters.
  • Cedar Wealth Management's Vanguard Value ETF position peaked at $37.8K in Q4 2025.
  • 2,697 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.