Resurgent Financial Advisors’s Vanguard Value ETF VTV Stock Holding History

Resurgent Financial 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
2025 Q3	–	Sell	-1,133	Closed	-$200K	–	224
2025 Q2	$200K	Buy	+1,133	New	+$191K	0.11%	184
2024 Q1	–	Sell	-1,216	Closed	-$182K	–	480
2023 Q4	$182K	Sell	1,216 -400	-25%	-$56.3K	0.11%	173
2023 Q3	$223K	Buy	1,616 +56	+4%	+$8.02K	0.15%	136
2023 Q2	$222K	Sell	1,560 -1	-0.1%	-$139	0.15%	127
2023 Q1	$216K	Sell	1,561 -127	-8%	-$17.8K	0.14%	139
2022 Q4	$237K	Buy	+1,688	New	+$233K	0.12%	170

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Resurgent Financial Advisors's VTV Position: Q3 2025 in Review

Resurgent Financial Advisors sold out of Vanguard Value ETF (VTV) in Q3 2025, closing a stake of 1,133 shares — an estimated $200K sold.

Resurgent Financial Advisors first reported a position in VTV in Q4 2022 and held it in 6 quarters. The position peaked at $237K in Q4 2022. 2,447 funds tracked by Wall St. Rank hold VTV as of Q3 2025.

Resurgent Financial Advisors reported no remaining Vanguard Value ETF position as of Q3 2025 after selling out during the quarter.
Resurgent Financial Advisors sold 1,133 Vanguard Value ETF shares in Q3 2025, an estimated $200K.
Resurgent Financial Advisors first reported a position in Vanguard Value ETF in Q4 2022 and held it in 6 quarters.
Resurgent Financial Advisors's Vanguard Value ETF position peaked at $237K in Q4 2022.
2,447 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q3 2025.

Based on Resurgent Financial Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.