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FourThought Financial Partners’s Vanguard Value ETF VTV Stock Holding History

FourThought Financial 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
2026
Q1 		$299K Hold
1,522
– – 0.03% 265
2025
Q4 		$291K Buy
1,522
+1
+0.1% +$188 0.02% 334
2025
Q3 		$284K Sell
1,521
-118
-7% -$21.4K 0.02% 379
2025
Q2 		$290K Buy
1,639
+30
+2% +$5.07K 0.03% 240
2025
Q1 		$278K Buy
1,609
+1
+0.1% +$174 0.03% 251
2024
Q4 		$272K Sell
1,608
-1
-0.1% -$175 0.03% 255
2024
Q3 		$281K Buy
1,609
+1
+0.1% +$167 0.03% 156
2024
Q2 		$258K Buy
1,608
+184
+13% +$29.4K 0.03% 166
2024
Q1 		$232K Hold
1,424
– – 0.03% 288
2023
Q4 		$213K Buy
+1,424
New +$200K 0.03% 302

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

FourThought Financial Partners's VTV Position: Q1 2026 in Review

FourThought Financial Partners held its Vanguard Value ETF (VTV) position steady in Q1 2026 at 1,522 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #265.

FourThought Financial Partners first reported a position in VTV in Q4 2023 and has held it in 10 quarters since. 2,698 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • FourThought Financial Partners held 1,522 shares of Vanguard Value ETF worth $299K as of Q1 2026.
  • FourThought Financial Partners left its Vanguard Value ETF share count unchanged in Q1 2026.
  • Vanguard Value ETF made up 0.03% of FourThought Financial Partners's portfolio in Q1 2026, its #265 holding.
  • FourThought Financial Partners first reported a position in Vanguard Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,698 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.