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Greykasell Wealth Strategies’s Vanguard Value ETF VTV Stock Holding History

Greykasell Wealth Strategies’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 		$6.58K Buy
34
+1
+3% +$200 ﹤0.01% 445
2025
Q4 		$6.37K Hold
33
– – ﹤0.01% 396
2025
Q3 		$6.15K Buy
+33
New +$5.97K ﹤0.01% 330

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

Greykasell Wealth Strategies's VTV Position: Q1 2026 in Review

Greykasell Wealth Strategies increased its Vanguard Value ETF (VTV) stake by 3% in Q1 2026, buying an estimated $200 and bringing the position to 34 shares worth $6.58K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Greykasell Wealth Strategies first reported a position in VTV in Q3 2025 and has held it in 3 quarters since. 2,698 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Greykasell Wealth Strategies held 34 shares of Vanguard Value ETF worth $6.58K as of Q1 2026.
  • Greykasell Wealth Strategies bought 1 Vanguard Value ETF share in Q1 2026, an estimated $200.
  • Vanguard Value ETF made up ﹤0.01% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #445 holding.
  • Greykasell Wealth Strategies first reported a position in Vanguard Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,698 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.