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

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

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

Kiley Juergens Wealth Management reduced its Vanguard 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 Value ETF worth $4.94M as of Q1 2026.
  • Kiley Juergens Wealth Management sold 1,488 Vanguard Value ETF shares in Q1 2026, an estimated $298K.
  • Vanguard 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 Value ETF in Q4 2017 and has held it in 25 quarters since.
  • Kiley Juergens Wealth Management's Vanguard Value ETF position peaked at $5.1M in Q4 2025.
  • 2,700 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

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