KRM Wealth Management’s Vanguard Value ETF VTV Stock Holding History

KRM 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	$217K	Buy	+1,107	New	+$222K	0.11%	40

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

KRM Wealth Management's VTV Position: Q1 2026 in Review

KRM Wealth Management opened a new position in Vanguard Value ETF (VTV) in Q1 2026: 1,107 shares worth $217K. The stake represents 0.11% of the portfolio and ranks #40 among its holdings.

2,698 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

KRM Wealth Management held 1,107 shares of Vanguard Value ETF worth $217K as of Q1 2026.
Vanguard Value ETF was a new KRM Wealth Management position in Q1 2026.
Vanguard Value ETF made up 0.11% of KRM Wealth Management's portfolio in Q1 2026, its #40 holding.
2,698 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on KRM Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.