PWM
VTV icon

Proathlete Wealth Management’s Vanguard Value ETF VTV Stock Holding History

Proathlete 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 		$33.5K Hold
171
– – 0.01% 129
2025
Q4 		$32.7K Hold
171
– – 0.01% 133
2025
Q3 		$31.9K Sell
171
-227
-57% -$41.1K 0.01% 126
2025
Q2 		$70.3K Hold
398
– – 0.02% 108
2025
Q1 		$68.8K Buy
+398
New +$69.4K 0.03% 109

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

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

Proathlete Wealth Management held its Vanguard Value ETF (VTV) position steady in Q1 2026 at 171 shares worth $33.5K. The position accounts for 0.01% of the portfolio, ranked #129.

Proathlete Wealth Management first reported a position in VTV in Q1 2025 and has held it in 5 quarters since. The position peaked at $70.3K in Q2 2025. 2,697 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Proathlete Wealth Management held 171 shares of Vanguard Value ETF worth $33.5K as of Q1 2026.
  • Proathlete Wealth Management left its Vanguard Value ETF share count unchanged in Q1 2026.
  • Vanguard Value ETF made up 0.01% of Proathlete Wealth Management's portfolio in Q1 2026, its #129 holding.
  • Proathlete Wealth Management first reported a position in Vanguard Value ETF in Q1 2025 and has held it in 5 quarters since.
  • Proathlete Wealth Management's Vanguard Value ETF position peaked at $70.3K in Q2 2025.
  • 2,697 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on Proathlete Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.