Money Design’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
2025
Q2
$245M Buy
1,384,981
+65,773
+5% +$11.1M 11.43% 1
2025
Q1
$228M Sell
1,319,208
-35,128
-3% -$6.13M 11.36% 1
2024
Q4
$229M Buy
1,354,336
+455,195
+51% +$79.9M 11.74% 1
2024
Q3
$157M Buy
899,141
+10,641
+1% +$1.78M 7.81% 2
2024
Q2
$143M Buy
888,500
+8,147
+0.9% +$1.3M 7.68% 2
2024
Q1
$143M Buy
880,353
+19,630
+2% +$3.03M 7.8% 1
2023
Q4
$129M Buy
860,723
+10,276
+1% +$1.45M 7.26% 2
2023
Q3
$117M Buy
850,447
+111,433
+15% +$16M 7.12% 1
2023
Q2
$105M Buy
739,014
+96,553
+15% +$13.4M 6.21% 2
2023
Q1
$88.7M Buy
642,461
+103,204
+19% +$14.5M 5.24% 1
2022
Q4
$75.7M Sell
539,257
-44,708
-8% -$6.16M 4.74% 1
2022
Q3
$72.1M Buy
583,965
+15,756
+3% +$2.13M 5.1% 1
2022
Q2
$74.9M Buy
568,209
+1,367
+0.2% +$193K 5.61% 1
2022
Q1
$83.8M Buy
566,842
+19,083
+3% +$2.78M 5.68% 1
2021
Q4
$80.5M Buy
547,759
+23,423
+4% +$3.34M 5.45% 1
2021
Q3
$71M Buy
524,336
+16,254
+3% +$2.26M 5.86% 2
2021
Q2
$69.8M Buy
508,082
+34,023
+7% +$4.67M 7.21% 1
2021
Q1
$62.3M Sell
474,059
-29,556
-6% -$3.71M 7.26% 2
2020
Q4
$59.4M Buy
503,615
+10,283
+2% +$1.16M 6.79% 2
2020
Q3
$51.6M Buy
493,332
+118,044
+31% +$12.4M 6.18% 2
2020
Q2
$37.4M Buy
375,288
+16,023
+4% +$1.57M 5.32% 4
2020
Q1
$32M Buy
359,265
+70,830
+25% +$7.77M 5.66% 2
2019
Q4
$34.5M Buy
288,435
+28,938
+11% +$3.34M 6.11% 2
2019
Q3
$29M Buy
259,497
+27,733
+12% +$3.07M 6.09% 4
2019
Q2
$25.7M Buy
231,764
+82,655
+55% +$9.02M 6.12% 4
2019
Q1
$16M Sell
149,109
-62,907
-30% -$6.62M 4.27% 9
2018
Q4
$20.8M Buy
212,016
+76,306
+56% +$8.03M 6.59% 6
2018
Q3
$15M Sell
135,710
-118,010
-47% -$12.9M 4.79% 8
2018
Q2
$26.3M Buy
253,720
+46,872
+23% +$4.91M 9.6% 1
2018
Q1
$21.3M Buy
206,848
+60,803
+42% +$6.53M 8.86% 1
2017
Q4
$15.5M Buy
146,045
+38,245
+35% +$3.95M 9.08% 1
2017
Q3
$10.8M Buy
+107,800
New +$10.5M 9.16% 1

Other funds holding VTV

Money Design's VTV Position: Q2 2025 in Review

Money Design increased its Vanguard Value ETF (VTV) stake by 5% in Q2 2025, buying an estimated $11.1M and bringing the position to 1,384,981 shares worth $245M. The position accounts for 11.43% of the portfolio, ranked #1.

Money Design first reported a position in VTV in Q3 2017 and has held it in 32 quarters since. 2,401 funds tracked by Wall St. Rank hold VTV as of Q2 2025.

  • Money Design held 1,384,981 shares of Vanguard Value ETF worth $245M as of Q2 2025.
  • Money Design bought 65,773 Vanguard Value ETF shares in Q2 2025, an estimated $11.1M.
  • Vanguard Value ETF made up 11.43% of Money Design's portfolio in Q2 2025, its #1 holding.
  • Money Design first reported a position in Vanguard Value ETF in Q3 2017 and has held it in 32 quarters since.
  • 2,401 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.