MWM
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Maripau Wealth Management’s Vanguard Value ETF VTV Stock Holding History

Maripau 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 		$1.42M Buy
7,228
+294
+4% +$58.9K 0.62% 40
2025
Q4 		$1.32M Buy
6,934
+245
+4% +$46.1K 0.61% 43
2025
Q3 		$1.25M Sell
6,689
-577
-8% -$104K 0.63% 44
2025
Q2 		$1.28M Sell
7,266
-1,445
-17% -$244K 0.65% 42
2025
Q1 		$1.5M Sell
8,711
-1,463
-14% -$255K 0.86% 32
2024
Q4 		$1.72M Sell
10,174
-1,615
-14% -$283K 1.02% 27
2024
Q3 		$2.06M Sell
11,789
-1,434
-11% -$240K 1.78% 19
2024
Q2 		$2.13M Sell
13,223
-551
-4% -$88.1K 1.46% 15
2024
Q1 		$2.24M Sell
13,774
-665
-5% -$103K 1.68% 13
2023
Q4 		$2.16M Sell
14,439
-41
-0.3% -$5.77K 1.88% 12
2023
Q3 		$2M Sell
14,480
-541
-4% -$77.5K 1.84% 14
2023
Q2 		$2.13M Sell
15,021
-624
-4% -$86.7K 1.9% 16
2023
Q1 		$2.16M Buy
15,645
+485
+3% +$68.1K 2.25% 14
2022
Q4 		$2.12M Buy
15,160
+1,554
+11% +$214K 2.21% 13
2022
Q3 		$1.88M Buy
13,606
+1,994
+17% +$270K 2.03% 13
2022
Q2 		$1.6M Sell
11,612
-500
-4% -$70.5K 1.73% 15
2022
Q1 		$1.76M Buy
12,112
+153
+1% +$22.3K 1.59% 15
2021
Q4 		$1.76M Buy
+11,959
New +$1.71M 1.66% 15

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

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

Maripau Wealth Management increased its Vanguard Value ETF (VTV) stake by 4.2% in Q1 2026, buying an estimated $58.9K and bringing the position to 7,228 shares worth $1.42M. The position accounts for 0.62% of the portfolio, ranked #40.

Maripau Wealth Management first reported a position in VTV in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.24M in Q1 2024. 2,698 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Maripau Wealth Management held 7,228 shares of Vanguard Value ETF worth $1.42M as of Q1 2026.
  • Maripau Wealth Management bought 294 Vanguard Value ETF shares in Q1 2026, an estimated $58.9K.
  • Vanguard Value ETF made up 0.62% of Maripau Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Maripau Wealth Management first reported a position in Vanguard Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Maripau Wealth Management's Vanguard Value ETF position peaked at $2.24M in Q1 2024.
  • 2,698 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.