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Edge Financial Advisors’s Vanguard Value ETF VTV Stock Holding History

Edge Financial Advisors’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
Q4 		$641K Buy
3,357
+9
+0.3% +$1.69K 0.27% 73
2025
Q3 		$624K Buy
3,348
+715
+27% +$129K 0.28% 74
2025
Q2 		$468K Buy
2,633
+706
+37% +$119K 0.25% 72
2025
Q1 		$333K Buy
1,927
+117
+6% +$20.4K 0.21% 68
2024
Q4 		$306K Buy
1,810
+8
+0.4% +$1.4K 0.27% 71
2024
Q3 		$315K Sell
1,802
-306
-15% -$51.2K 0.28% 70
2024
Q2 		$338K Buy
2,108
+322
+18% +$51.5K 0.35% 66
2024
Q1 		$291K Buy
+1,786
New +$275K 0.26% 99

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
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

Edge Financial Advisors's VTV Position: Q4 2025 in Review

Edge Financial Advisors increased its Vanguard Value ETF (VTV) stake by 0.27% in Q4 2025, buying an estimated $1.69K and bringing the position to 3,357 shares worth $641K. The position accounts for 0.27% of the portfolio, ranked #73.

Edge Financial Advisors first reported a position in VTV in Q1 2024 and has held it in 8 quarters since. 2,658 funds tracked by Wall St. Rank hold VTV as of Q4 2025.

  • Edge Financial Advisors held 3,357 shares of Vanguard Value ETF worth $641K as of Q4 2025.
  • Edge Financial Advisors bought 9 Vanguard Value ETF shares in Q4 2025, an estimated $1.69K.
  • Vanguard Value ETF made up 0.27% of Edge Financial Advisors's portfolio in Q4 2025, its #73 holding.
  • Edge Financial Advisors first reported a position in Vanguard Value ETF in Q1 2024 and has held it in 8 quarters since.
  • 2,658 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.