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Pinney & Scofield’s Vanguard Value ETF VTV Stock Holding History

Pinney & Scofield’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 		$188K Sell
960
-155
-14% -$31K 0.1% 58
2025
Q4 		$213K Buy
+1,115
New +$210K 0.12% 50

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

Pinney & Scofield's VTV Position: Q1 2026 in Review

Pinney & Scofield reduced its Vanguard Value ETF (VTV) stake by 14% in Q1 2026, selling an estimated $31K and leaving 960 shares worth $188K. The position accounts for 0.1% of the portfolio, ranked #58.

Pinney & Scofield first reported a position in VTV in Q4 2025 and has held it in 2 quarters since. The position peaked at $213K in Q4 2025. 2,698 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Pinney & Scofield held 960 shares of Vanguard Value ETF worth $188K as of Q1 2026.
  • Pinney & Scofield sold 155 Vanguard Value ETF shares in Q1 2026, an estimated $31K.
  • Vanguard Value ETF made up 0.1% of Pinney & Scofield's portfolio in Q1 2026, its #58 holding.
  • Pinney & Scofield first reported a position in Vanguard Value ETF in Q4 2025 and has held it in 2 quarters since.
  • Pinney & Scofield's Vanguard Value ETF position peaked at $213K in Q4 2025.
  • 2,698 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.