Kingsview 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 | $20.5M | Buy |
104,465
+8,028
| +8% | +$1.61M | 0.28% | 66 |
|
|
2025
Q4 | $18.4M | Buy |
96,437
+18,937
| +24% | +$3.56M | 0.27% | 73 |
|
|
2025
Q3 | $14.5M | Buy |
77,500
+28,795
| +59% | +$5.21M | 0.22% | 86 |
|
|
2025
Q2 | $8.61M | Sell |
48,705
-1,256
| -3% | -$212K | 0.15% | 150 |
|
|
2025
Q1 | $8.63M | Sell |
49,961
-5,543
| -10% | -$967K | 0.16% | 139 |
|
|
2024
Q4 | $9.4M | Buy |
55,504
+7,332
| +15% | +$1.29M | 0.18% | 110 |
|
|
2024
Q3 | $8.41M | Buy |
48,172
+11,503
| +31% | +$1.93M | 0.18% | 123 |
|
|
2024
Q2 | $5.88M | Buy |
36,669
+4,524
| +14% | +$723K | 0.14% | 164 |
|
|
2024
Q1 | $5.24M | Buy |
32,145
+976
| +3% | +$150K | 0.13% | 174 |
|
|
2023
Q4 | $4.66M | Sell |
31,169
-6,766
| -18% | -$952K | 0.14% | 162 |
|
|
2023
Q3 | $5.23M | Buy |
37,935
+7,152
| +23% | +$1.02M | 0.19% | 123 |
|
|
2023
Q2 | $4.37M | Buy |
30,783
+4,571
| +17% | +$635K | 0.17% | 128 |
|
|
2023
Q1 | $3.62M | Sell |
26,212
-1,934
| -7% | -$271K | 0.15% | 151 |
|
|
2022
Q4 | $3.95M | Buy |
28,146
+7,293
| +35% | +$1M | 0.17% | 140 |
|
|
2022
Q3 | $2.58M | Sell |
20,853
-261
| -1% | -$35.3K | 0.12% | 189 |
|
|
2022
Q2 | $2.78M | Buy |
21,114
+7,270
| +53% | +$1.03M | 0.13% | 172 |
|
|
2022
Q1 | $2.05M | Buy |
13,844
+58
| +0.4% | +$8.46K | 0.09% | 237 |
|
|
2021
Q4 | $2.03M | Buy |
13,786
+4,468
| +48% | +$638K | 0.08% | 241 |
|
|
2021
Q3 | $1.26M | Sell |
9,318
-949
| -9% | -$132K | 0.06% | 314 |
|
|
2021
Q2 | $1.42M | Sell |
10,267
-741
| -7% | -$102K | 0.07% | 293 |
|
|
2021
Q1 | $1.45M | Buy |
11,008
+14
| +0.1% | +$1.75K | 0.08% | 254 |
|
|
2020
Q4 | $1.31M | Sell |
10,994
-1,640
| -13% | -$184K | 0.09% | 224 |
|
|
2020
Q3 | $1.32M | Buy |
12,634
+1,099
| +10% | +$115K | 0.12% | 187 |
|
|
2020
Q2 | $1.15M | Buy |
11,535
+440
| +4% | +$43.2K | 0.12% | 187 |
|
|
2020
Q1 | $988K | Sell |
11,095
-1,917
| -15% | -$210K | 0.13% | 178 |
|
|
2019
Q4 | $1.56M | Sell |
13,012
-2,740
| -17% | -$316K | 0.2% | 146 |
|
|
2019
Q3 | $1.76M | Sell |
15,752
-233
| -1% | -$25.8K | 0.28% | 108 |
|
|
2019
Q2 | $1.77M | Sell |
15,985
-5,678
| -26% | -$620K | 0.3% | 95 |
|
|
2019
Q1 | $2.33M | Sell |
21,663
-1,519
| -7% | -$160K | 0.35% | 75 |
|
|
2018
Q4 | $2.27M | Sell |
23,182
-2,011
| -8% | -$212K | 0.5% | 60 |
|
|
2018
Q3 | $2.79M | Buy |
25,193
+3,433
| +16% | +$375K | 0.57% | 50 |
|
|
2018
Q2 | $2.26M | Buy |
21,760
+1,218
| +6% | +$128K | 0.54% | 57 |
|
|
2018
Q1 | $2.12M | Buy |
20,542
+2,515
| +14% | +$270K | 0.53% | 60 |
|
|
2017
Q4 | $1.92M | Buy |
18,027
+3,569
| +25% | +$368K | 0.68% | 34 |
|
|
2017
Q3 | $1.44M | Buy |
14,458
+18
| +0.1% | +$1.76K | 0.63% | 42 |
|
|
2017
Q2 | $1.39M | Buy |
14,440
+1,216
| +9% | +$116K | 0.72% | 37 |
|
|
2017
Q1 | $1.26M | Buy |
+13,224
| New | +$1.26M | 0.75% | 34 |
|
Other funds holding VTV
EWA
Kingsview Wealth Management's VTV Position: Q1 2026 in Review
Kingsview Wealth Management increased its Vanguard Value ETF (VTV) stake by 8.3% in Q1 2026, buying an estimated $1.61M and bringing the position to 104,465 shares worth $20.5M. The position accounts for 0.28% of the portfolio, ranked #66.
Kingsview Wealth Management first reported a position in VTV in Q1 2017 and has held it in 37 quarters since. 2,697 funds tracked by Wall St. Rank hold VTV as of Q1 2026.
- Kingsview Wealth Management held 104,465 shares of Vanguard Value ETF worth $20.5M as of Q1 2026.
- Kingsview Wealth Management bought 8,028 Vanguard Value ETF shares in Q1 2026, an estimated $1.61M.
- Vanguard Value ETF made up 0.28% of Kingsview Wealth Management's portfolio in Q1 2026, its #66 holding.
- Kingsview Wealth Management first reported a position in Vanguard Value ETF in Q1 2017 and has held it in 37 quarters since.
- 2,697 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.
Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.