KJWM
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Kiley Juergens Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Kiley Juergens Wealth Management’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 		$4.94M Sell
25,194
-1,488
-6% -$298K 0.87% 21
2025
Q4 		$5.1M Sell
26,682
-315
-1% -$59.3K 1.1% 20
2025
Q3 		$5.03M Sell
26,997
-321
-1% -$58.1K 1.11% 19
2025
Q2 		$4.83M Buy
27,318
+1
+0% +$169 1.11% 21
2025
Q1 		$4.72M Buy
27,317
+1,013
+4% +$177K 1.26% 18
2024
Q4 		$4.45M Buy
26,304
+870
+3% +$153K 1.12% 18
2024
Q3 		$4.44M Buy
25,434
+1,936
+8% +$324K 1.15% 18
2024
Q2 		$3.77M Buy
23,498
+867
+4% +$139K 1.05% 18
2024
Q1 		$3.69M Buy
22,631
+147
+0.7% +$22.7K 1.14% 18
2023
Q4 		$3.36M Buy
22,484
+527
+2% +$74.1K 1.12% 22
2023
Q3 		$3.03M Sell
21,957
-2,818
-11% -$404K 1.09% 22
2023
Q2 		$3.52M Buy
24,775
+480
+2% +$66.7K 1.21% 18
2023
Q1 		$3.36M Buy
24,295
+1,607
+7% +$226K 1.26% 20
2022
Q4 		$3.18M Buy
22,688
+594
+3% +$81.8K 1.33% 18
2022
Q3 		$2.73M Buy
22,094
+323
+1% +$43.7K 1.28% 18
2022
Q2 		$2.87M Sell
21,771
-10,183
-32% -$1.44M 1.36% 16
2022
Q1 		$4.72M Buy
31,954
+13,310
+71% +$1.94M 2.28% 11
2021
Q4 		$2.74M Buy
18,644
+1,090
+6% +$156K 1.04% 22
2021
Q3 		$2.38M Buy
17,554
+2,023
+13% +$282K 1.04% 21
2021
Q2 		$2.13M Buy
15,531
+5,310
+52% +$730K 0.98% 25
2021
Q1 		$1.34M Buy
+10,221
New +$1.28M 0.7% 30
2018
Q4 		– Sell
-8,687
Closed -$961K – 646
2018
Q3 		$961K Buy
8,687
+475
+6% +$51.9K 0.72% 26
2018
Q2 		$852K Buy
8,212
+271
+3% +$28.4K 0.76% 27
2018
Q1 		$819K Buy
7,941
+96
+1% +$10.3K 0.89% 25
2017
Q4 		$834K Buy
+7,845
New +$809K 0.75% 27

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

Kiley Juergens Wealth Management's VTV Position: Q1 2026 in Review

Kiley Juergens Wealth Management reduced its Vanguard Morningstar Value ETF (VTV) stake by 5.6% in Q1 2026, selling an estimated $298K and leaving 25,194 shares worth $4.94M. The position accounts for 0.87% of the portfolio, ranked #21.

Kiley Juergens Wealth Management first reported a position in VTV in Q4 2017 and has held it in 25 quarters since. The position peaked at $5.1M in Q4 2025. 2,700 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Kiley Juergens Wealth Management held 25,194 shares of Vanguard Morningstar Value ETF worth $4.94M as of Q1 2026.
  • Kiley Juergens Wealth Management sold 1,488 Vanguard Morningstar Value ETF shares in Q1 2026, an estimated $298K.
  • Vanguard Morningstar Value ETF made up 0.87% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #21 holding.
  • Kiley Juergens Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q4 2017 and has held it in 25 quarters since.
  • Kiley Juergens Wealth Management's Vanguard Morningstar Value ETF position peaked at $5.1M in Q4 2025.
  • 2,700 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.