FFO
VTV icon

Fiduciary Family Office’s Vanguard Value ETF VTV Stock Holding History

Fiduciary Family Office’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 		$4.05M Buy
20,623
+58
+0.3% +$11.6K 1.15% 12
2025
Q4 		$3.93M Sell
20,565
-3,775
-16% -$710K 1.13% 11
2025
Q3 		$4.54M Sell
24,340
-6,594
-21% -$1.19M 1.29% 9
2025
Q2 		$5.47M Buy
+30,934
New +$5.23M 1.79% 6
2024
Q3 		– Sell
-2,272
Closed -$364K – 213
2024
Q2 		$364K Sell
2,272
-496
-18% -$79.3K 0.14% 150
2024
Q1 		$451K Sell
2,768
-916
-25% -$141K 0.18% 147
2023
Q4 		$551K Buy
+3,684
New +$518K 0.24% 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

Fiduciary Family Office's VTV Position: Q1 2026 in Review

Fiduciary Family Office increased its Vanguard Value ETF (VTV) stake by 0.28% in Q1 2026, buying an estimated $11.6K and bringing the position to 20,623 shares worth $4.05M. The position accounts for 1.15% of the portfolio, ranked #12.

Fiduciary Family Office first reported a position in VTV in Q4 2023 and has held it in 7 quarters since. The position peaked at $5.47M in Q2 2025. 2,699 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Fiduciary Family Office held 20,623 shares of Vanguard Value ETF worth $4.05M as of Q1 2026.
  • Fiduciary Family Office bought 58 Vanguard Value ETF shares in Q1 2026, an estimated $11.6K.
  • Vanguard Value ETF made up 1.15% of Fiduciary Family Office's portfolio in Q1 2026, its #12 holding.
  • Fiduciary Family Office first reported a position in Vanguard Value ETF in Q4 2023 and has held it in 7 quarters since.
  • Fiduciary Family Office's Vanguard Value ETF position peaked at $5.47M in Q2 2025.
  • 2,699 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.