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Forefront Wealth Partners’s Vanguard Value ETF VTV Stock Holding History

Forefront Wealth Partners’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 		– Sell
-16,623
Closed -$3.1M – 199
2025
Q3 		$3.1M Buy
+16,623
New +$3.01M 0.78% 35

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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

Forefront Wealth Partners's VTV Position: Q4 2025 in Review

Forefront Wealth Partners sold out of Vanguard Value ETF (VTV) in Q4 2025, closing a stake of 16,623 shares — an estimated $3.1M sold.

Forefront Wealth Partners first reported a position in VTV in Q3 2025 and held it in 1 quarter. The position peaked at $3.1M in Q3 2025. 2,658 funds tracked by Wall St. Rank hold VTV as of Q4 2025.

  • Forefront Wealth Partners reported no remaining Vanguard Value ETF position as of Q4 2025 after selling out during the quarter.
  • Forefront Wealth Partners sold 16,623 Vanguard Value ETF shares in Q4 2025, an estimated $3.1M.
  • Forefront Wealth Partners first reported a position in Vanguard Value ETF in Q3 2025 and held it in 1 quarter.
  • Forefront Wealth Partners's Vanguard Value ETF position peaked at $3.1M in Q3 2025.
  • 2,658 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q4 2025.

Based on Forefront Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.