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IFC Advisors’s Vanguard Value ETF VTV Stock Holding History

IFC Advisors’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 		$115M Buy
585,861
+14,106
+2% +$2.82M 16.45% 1
2025
Q4 		$109M Buy
+571,755
New +$108M 15.95% 1

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

IFC Advisors's VTV Position: Q1 2026 in Review

IFC Advisors increased its Vanguard Value ETF (VTV) stake by 2.5% in Q1 2026, buying an estimated $2.82M and bringing the position to 585,861 shares worth $115M. The position accounts for 16.45% of the portfolio, ranked #1.

IFC Advisors first reported a position in VTV in Q4 2025 and has held it in 2 quarters since. 2,697 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • IFC Advisors held 585,861 shares of Vanguard Value ETF worth $115M as of Q1 2026.
  • IFC Advisors bought 14,106 Vanguard Value ETF shares in Q1 2026, an estimated $2.82M.
  • Vanguard Value ETF made up 16.45% of IFC Advisors's portfolio in Q1 2026, its #1 holding.
  • IFC Advisors first reported a position in Vanguard Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,697 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on IFC Advisors's 13F filing for Q1 2026, filed 4 May 2026.