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

Maridea 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 		$1.01M Sell
5,123
-115
-2% -$23K 0.15% 162
2025
Q4 		$1M Sell
5,238
-6,128
-54% -$1.15M 0.15% 149
2025
Q3 		$2.13M Sell
11,366
-1,180
-9% -$214K 0.33% 74
2025
Q2 		$2.22M Sell
12,546
-1,107
-8% -$187K 0.58% 39
2025
Q1 		$2.36M Sell
13,653
-11,981
-47% -$2.09M 0.77% 26
2024
Q4 		$4.34M Buy
+25,634
New +$4.5M 1.4% 16

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

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

Maridea Wealth Management reduced its Vanguard Value ETF (VTV) stake by 2.2% in Q1 2026, selling an estimated $23K and leaving 5,123 shares worth $1.01M. The position accounts for 0.15% of the portfolio, ranked #162.

Maridea Wealth Management first reported a position in VTV in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.34M in Q4 2024. 2,697 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Maridea Wealth Management held 5,123 shares of Vanguard Value ETF worth $1.01M as of Q1 2026.
  • Maridea Wealth Management sold 115 Vanguard Value ETF shares in Q1 2026, an estimated $23K.
  • Vanguard Value ETF made up 0.15% of Maridea Wealth Management's portfolio in Q1 2026, its #162 holding.
  • Maridea Wealth Management first reported a position in Vanguard Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Maridea Wealth Management's Vanguard Value ETF position peaked at $4.34M in Q4 2024.
  • 2,697 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.