River Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History

River Wealth 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
2026 Q1	$907K	Sell	4,621 -322	-7%	-$64.5K	0.1%	114
2025 Q4	$944K	Sell	4,943 -307	-6%	-$57.7K	0.11%	112
2025 Q3	$979K	Buy	5,250 +322	+7%	+$58.3K	0.11%	114
2025 Q2	$871K	Buy	4,928 +1,735	+54%	+$293K	0.11%	123
2025 Q1	$552K	Hold	3,193	–	–	0.08%	143
2024 Q4	$541K	Sell	3,193 -197	-6%	-$34.6K	0.07%	148
2024 Q3	$592K	Buy	+3,390	New	+$568K	0.08%	140
2019 Q1	–	Sell	-570	Closed	-$56K	–	498
2018 Q4	$56K	Sell	570 -617	-52%	-$64.9K	0.02%	232
2018 Q3	$131K	Hold	1,187	–	–	0.05%	188
2018 Q2	$123K	Buy	+1,187	New	+$124K	0.05%	188

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

River Wealth Advisors's VTV Position: Q1 2026 in Review

River Wealth Advisors reduced its Vanguard Value ETF (VTV) stake by 6.5% in Q1 2026, selling an estimated $64.5K and leaving 4,621 shares worth $907K. The position accounts for 0.1% of the portfolio, ranked #114.

River Wealth Advisors first reported a position in VTV in Q2 2018 and has held it in 10 quarters since. The position peaked at $979K in Q3 2025. 2,699 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

River Wealth Advisors held 4,621 shares of Vanguard Value ETF worth $907K as of Q1 2026.
River Wealth Advisors sold 322 Vanguard Value ETF shares in Q1 2026, an estimated $64.5K.
Vanguard Value ETF made up 0.1% of River Wealth Advisors's portfolio in Q1 2026, its #114 holding.
River Wealth Advisors first reported a position in Vanguard Value ETF in Q2 2018 and has held it in 10 quarters since.
River Wealth Advisors's Vanguard Value ETF position peaked at $979K in Q3 2025.
2,699 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.