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Paladin Advisory Group’s Vanguard Value ETF VTV Stock Holding History

Paladin Advisory Group’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
2023
Q1 		– Sell
-118
Closed -$16.6K – 507
2022
Q4 		$16.6K Hold
118
– – 0.01% 204
2022
Q3 		$14K Hold
118
– – 0.01% 214
2022
Q2 		$15K Buy
+118
New +$16.6K 0.01% 215

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

Paladin Advisory Group's VTV Position: Q1 2026 in Review

Paladin Advisory Group held its Vanguard Value ETF (VTV) position steady in Q1 2026 at 523 shares worth $103K. The position accounts for 0.08% of the portfolio, ranked #119.

Paladin Advisory Group first reported a position in VTV in Q1 2023 and has held it in 13 quarters since. 2,698 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Paladin Advisory Group held 523 shares of Vanguard Value ETF worth $103K as of Q1 2026.
  • Paladin Advisory Group left its Vanguard Value ETF share count unchanged in Q1 2026.
  • Vanguard Value ETF made up 0.08% of Paladin Advisory Group's portfolio in Q1 2026, its #119 holding.
  • Paladin Advisory Group first reported a position in Vanguard Value ETF in Q1 2023 and has held it in 13 quarters since.
  • 2,698 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.