Mercer Global Advisors
VTV icon

Mercer Global Advisors’s Vanguard Value ETF VTV Stock Holding History

Mercer Global Advisors’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 		$94.4M Buy
481,121
+18,322
+4% +$3.67M 0.14% 95
2025
Q4 		$88.4M Sell
462,799
-4,250
-0.9% -$799K 0.13% 100
2025
Q3 		$87.1M Sell
467,049
-124,997
-21% -$22.6M 0.15% 91
2025
Q2 		$105M Sell
592,046
-67,603
-10% -$11.4M 0.21% 67
2025
Q1 		$114M Buy
659,649
+158,718
+32% +$27.7M 0.26% 56
2024
Q4 		$84.8M Buy
500,931
+156,123
+45% +$27.4M 0.21% 68
2024
Q3 		$60M Sell
344,808
-2,272
-0.7% -$380K 0.14% 89
2024
Q2 		$53M Sell
347,080
-14,068
-4% -$2.25M 0.14% 92
2024
Q1 		$58.8M Sell
361,148
-20,050
-5% -$3.09M 0.17% 85
2023
Q4 		$57M Sell
381,198
-3,524
-0.9% -$496K 0.17% 90
2023
Q3 		$53.1M Sell
384,722
-14,481
-4% -$2.07M 0.2% 74
2023
Q2 		$56.7M Buy
399,203
+36,561
+10% +$5.08M 0.23% 69
2023
Q1 		$50.1M Sell
362,642
-58,011
-14% -$8.14M 0.23% 73
2022
Q4 		$59M Buy
420,653
+70,076
+20% +$9.65M 0.3% 57
2022
Q3 		$43.3M Buy
350,577
+40,784
+13% +$5.51M 0.26% 64
2022
Q2 		$40.9M Sell
309,793
-2,558
-0.8% -$361K 0.25% 68
2022
Q1 		$46.2M Sell
312,351
-5,475
-2% -$799K 0.27% 58
2021
Q4 		$46.8M Sell
317,826
-22,659
-7% -$3.24M 0.29% 56
2021
Q3 		$46.1M Sell
340,485
-190,750
-36% -$26.6M 0.32% 53
2021
Q2 		$73M Buy
531,235
+20,373
+4% +$2.8M 0.56% 38
2021
Q1 		$67.2M Buy
510,862
+9,007
+2% +$1.13M 0.61% 31
2020
Q4 		$59.7M Sell
501,855
-2,128
-0.4% -$239K 0.75% 26
2020
Q3 		$52.7M Buy
503,983
+33,840
+7% +$3.55M 0.79% 24
2020
Q2 		$46.8M Buy
470,143
+20,764
+5% +$2.04M 0.85% 23
2020
Q1 		$40M Buy
449,379
+14,153
+3% +$1.55M 0.88% 24
2019
Q4 		$52.2M Buy
435,226
+1,102
+0.3% +$127K 1.04% 21
2019
Q3 		$48.5M Buy
434,124
+215,303
+98% +$23.8M 1.14% 19
2019
Q2 		$24.3M Buy
218,821
+8,681
+4% +$948K 0.64% 33
2019
Q1 		$22.6M Buy
+210,140
New +$22.1M 0.81% 23

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

Mercer Global Advisors's VTV Position: Q1 2026 in Review

Mercer Global Advisors increased its Vanguard Value ETF (VTV) stake by 4% in Q1 2026, buying an estimated $3.67M and bringing the position to 481,121 shares worth $94.4M. The position accounts for 0.14% of the portfolio, ranked #95.

Mercer Global Advisors first reported a position in VTV in Q1 2019 and has held it in 29 quarters since. The position peaked at $114M in Q1 2025. 2,697 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Mercer Global Advisors held 481,121 shares of Vanguard Value ETF worth $94.4M as of Q1 2026.
  • Mercer Global Advisors bought 18,322 Vanguard Value ETF shares in Q1 2026, an estimated $3.67M.
  • Vanguard Value ETF made up 0.14% of Mercer Global Advisors's portfolio in Q1 2026, its #95 holding.
  • Mercer Global Advisors first reported a position in Vanguard Value ETF in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's Vanguard Value ETF position peaked at $114M in Q1 2025.
  • 2,697 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.