First Western Trust Bank’s Vanguard Value ETF VTV Stock Holding History

First Western Trust Bank’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	$212K	Sell	1,079 -23	-2%	-$4.61K	0.01%	201
2025 Q4	$210K	Hold	1,102	–	–	0.01%	187
2025 Q3	$206K	Buy	+1,102	New	+$200K	0.01%	185
2023 Q1	–	Sell	-1,756	Closed	-$246K	–	188
2022 Q4	$246K	Hold	1,756	–	–	0.01%	169
2022 Q3	$217K	Buy	+1,756	New	+$237K	0.01%	163
2022 Q2	–	Sell	-1,601	Closed	-$226K	–	188
2022 Q1	$240K	Buy	+1,601	New	+$234K	0.01%	171

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

First Western Trust Bank's VTV Position: Q1 2026 in Review

First Western Trust Bank reduced its Vanguard Value ETF (VTV) stake by 2.1% in Q1 2026, selling an estimated $4.61K and leaving 1,079 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #201.

First Western Trust Bank first reported a position in VTV in Q1 2022 and has held it in 6 quarters since. The position peaked at $246K in Q4 2022. 2,698 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

First Western Trust Bank held 1,079 shares of Vanguard Value ETF worth $212K as of Q1 2026.
First Western Trust Bank sold 23 Vanguard Value ETF shares in Q1 2026, an estimated $4.61K.
Vanguard Value ETF made up 0.01% of First Western Trust Bank's portfolio in Q1 2026, its #201 holding.
First Western Trust Bank first reported a position in Vanguard Value ETF in Q1 2022 and has held it in 6 quarters since.
First Western Trust Bank's Vanguard Value ETF position peaked at $246K in Q4 2022.
2,698 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on First Western Trust Bank's 13F filing for Q1 2026, filed 12 May 2026.