FFO
VTV icon

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

Fortitude 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
2025
Q3 		– Sell
-3
Closed -$530 – 2148
2025
Q2 		$530 Buy
+3
New +$507 ﹤0.01% 1779
2025
Q1 		– Sell
-8
Closed -$1.35K – 1287
2024
Q4 		$1.35K Sell
8
-27
-77% -$4.74K ﹤0.01% 1089
2024
Q3 		$6.11K Buy
+35
New +$5.86K ﹤0.01% 723

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

Fortitude Family Office's VTV Position: Q3 2025 in Review

Fortitude Family Office sold out of Vanguard Value ETF (VTV) in Q3 2025, closing a stake of 3 shares — an estimated $530 sold.

Fortitude Family Office first reported a position in VTV in Q3 2024 and held it in 3 quarters. The position peaked at $6.11K in Q3 2024. 2,448 funds tracked by Wall St. Rank hold VTV as of Q3 2025.

  • Fortitude Family Office reported no remaining Vanguard Value ETF position as of Q3 2025 after selling out during the quarter.
  • Fortitude Family Office sold 3 Vanguard Value ETF shares in Q3 2025, an estimated $530.
  • Fortitude Family Office first reported a position in Vanguard Value ETF in Q3 2024 and held it in 3 quarters.
  • Fortitude Family Office's Vanguard Value ETF position peaked at $6.11K in Q3 2024.
  • 2,448 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q3 2025.

Based on Fortitude Family Office's 13F filing for Q3 2025, filed 17 Oct 2025.