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Salomon & Ludwin’s Vanguard Morningstar Value ETF VTV Stock Holding History

Salomon & Ludwin’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 		$3.17M Sell
16,080
-238
-1% -$47.7K 0.28% 60
2025
Q4 		$3.18M Sell
16,318
-162
-1% -$30.5K 0.28% 60
2025
Q3 		$3.09M Sell
16,480
-323
-2% -$58.5K 0.28% 61
2025
Q2 		$3M Sell
16,803
-244
-1% -$41.2K 0.3% 57
2025
Q1 		$2.94M Sell
17,047
-1,196
-7% -$209K 0.31% 57
2024
Q4 		$3.09M Sell
18,243
-1,265
-6% -$222K 0.33% 53
2024
Q3 		$3.42M Sell
19,508
-1,496
-7% -$250K 0.35% 53
2024
Q2 		$3.37M Sell
21,004
-10,290
-33% -$1.64M 0.38% 52
2024
Q1 		$5.09M Sell
31,294
-1,902
-6% -$293K 0.44% 46
2023
Q4 		$4.58M Hold
33,196
– – 0.48% 41
2023
Q3 		$4.58M Sell
33,196
-247
-0.7% -$35.4K 0.48% 41
2023
Q2 		$4.75M Sell
33,443
-697
-2% -$96.8K 0.51% 41
2023
Q1 		$4.72M Sell
34,140
-295
-0.9% -$41.4K 0.56% 39
2022
Q4 		$4.83M Buy
34,435
+4,215
+14% +$581K 0.61% 40
2022
Q3 		$3.73M Sell
30,220
-1,711
-5% -$231K 0.56% 39
2022
Q2 		$4.21M Buy
31,931
+2,258
+8% +$319K 0.65% 35
2022
Q1 		$4.38M Sell
29,673
-1,499
-5% -$219K 0.64% 34
2021
Q4 		$4.59M Sell
31,172
-1,091
-3% -$156K 0.65% 34
2021
Q3 		$4.37M Buy
32,263
+1,267
+4% +$176K 0.68% 33
2021
Q2 		$4.26M Buy
30,996
+381
+1% +$52.4K 0.67% 33
2021
Q1 		$4.03M Buy
30,615
+17
+0.1% +$2.13K 0.68% 33
2020
Q4 		$3.64M Sell
30,598
-1,820
-6% -$205K 0.67% 33
2020
Q3 		$3.39M Sell
32,418
-241
-0.7% -$25.3K 0.71% 33
2020
Q2 		$3.25M Buy
32,659
+31,904
+4,226% +$3.13M 0.7% 34
2020
Q1 		$67K Hold
755
– – 0.02% 80
2019
Q4 		$90K Hold
755
– – 0.02% 82
2019
Q3 		$84K Hold
755
– – 0.02% 74
2019
Q2 		$84K Hold
755
– – 0.02% 69
2019
Q1 		$81K Sell
755
-500
-40% -$52.6K 0.02% 65
2018
Q4 		$123K Buy
+1,255
New +$132K 0.03% 52

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

Salomon & Ludwin's VTV Position: Q1 2026 in Review

Salomon & Ludwin reduced its Vanguard Morningstar Value ETF (VTV) stake by 1.5% in Q1 2026, selling an estimated $47.7K and leaving 16,080 shares worth $3.17M. The position accounts for 0.28% of the portfolio, ranked #60.

Salomon & Ludwin first reported a position in VTV in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.09M in Q1 2024. 2,700 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Salomon & Ludwin held 16,080 shares of Vanguard Morningstar Value ETF worth $3.17M as of Q1 2026.
  • Salomon & Ludwin sold 238 Vanguard Morningstar Value ETF shares in Q1 2026, an estimated $47.7K.
  • Vanguard Morningstar Value ETF made up 0.28% of Salomon & Ludwin's portfolio in Q1 2026, its #60 holding.
  • Salomon & Ludwin first reported a position in Vanguard Morningstar Value ETF in Q4 2018 and has held it in 30 quarters since.
  • Salomon & Ludwin's Vanguard Morningstar Value ETF position peaked at $5.09M in Q1 2024.
  • 2,700 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.