CZI
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Chan Zuckerberg Initiative’s Vanguard Value ETF VTV Stock Holding History

Chan Zuckerberg Initiative’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
2025
Q3 		– Sell
-147,963
Closed -$26.2M – 3
2025
Q2 		$26.2M Sell
147,963
-267,274
-64% -$45.1M 33.67% 2
2025
Q1 		$71.7M Hold
415,237
– – 60.58% 1
2024
Q4 		$70.3M Hold
415,237
– – 18.9% 3
2024
Q3 		$72.5M Hold
415,237
– – 17.69% 3
2024
Q2 		$66.6M Sell
415,237
-183,926
-31% -$29.4M 22.05% 2
2024
Q1 		$97.6M Hold
599,163
– – 29.13% 2
2023
Q4 		$89.6M Buy
+599,163
New +$84.3M 24.91% 2
2023
Q2 		– Sell
-788,677
Closed -$109M – 6
2023
Q1 		$109M Sell
788,677
-1,220,447
-61% -$171M 35.15% 1
2022
Q4 		$282M Buy
+2,009,124
New +$277M 77.68% 1

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Chan Zuckerberg Initiative's VTV Position: Q3 2025 in Review

Chan Zuckerberg Initiative sold out of Vanguard Value ETF (VTV) in Q3 2025, closing a stake of 147,963 shares — an estimated $26.2M sold.

Chan Zuckerberg Initiative first reported a position in VTV in Q4 2022 and held it in 9 quarters. The position peaked at $282M in Q4 2022. 2,447 funds tracked by Wall St. Rank hold VTV as of Q3 2025.

  • Chan Zuckerberg Initiative reported no remaining Vanguard Value ETF position as of Q3 2025 after selling out during the quarter.
  • Chan Zuckerberg Initiative sold 147,963 Vanguard Value ETF shares in Q3 2025, an estimated $26.2M.
  • Chan Zuckerberg Initiative first reported a position in Vanguard Value ETF in Q4 2022 and held it in 9 quarters.
  • Chan Zuckerberg Initiative's Vanguard Value ETF position peaked at $282M in Q4 2022.
  • 2,447 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q3 2025.

Based on Chan Zuckerberg Initiative's 13F filing for Q3 2025, filed 14 Nov 2025.