Satovsky Asset Management’s Vanguard Value ETF VTV Stock Holding History

Satovsky Asset 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	$235K	Sell	1,200 -94	-7%	-$18.8K	0.04%	65
2025 Q4	$247K	Buy	1,294 +13	+1%	+$2.44K	0.05%	61
2025 Q3	$239K	Sell	1,281 -56	-4%	-$10.1K	0.05%	55
2025 Q2	$236K	Hold	1,337	–	–	0.05%	51
2025 Q1	$231K	Sell	1,337 -244	-15%	-$42.5K	0.05%	48
2024 Q4	$268K	Sell	1,581 -272	-15%	-$47.7K	0.06%	41
2024 Q3	$324K	Buy	1,853 +157	+9%	+$26.3K	0.07%	33
2024 Q2	$272K	Buy	1,696 +173	+11%	+$27.7K	0.07%	34
2024 Q1	$248K	Sell	1,523 -59	-4%	-$9.1K	0.07%	36
2023 Q4	$236K	Buy	+1,582	New	+$223K	0.07%	41

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

Satovsky Asset Management's VTV Position: Q1 2026 in Review

Satovsky Asset Management reduced its Vanguard Value ETF (VTV) stake by 7.3% in Q1 2026, selling an estimated $18.8K and leaving 1,200 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #65.

Satovsky Asset Management first reported a position in VTV in Q4 2023 and has held it in 10 quarters since. The position peaked at $324K in Q3 2024. 2,697 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

Satovsky Asset Management held 1,200 shares of Vanguard Value ETF worth $235K as of Q1 2026.
Satovsky Asset Management sold 94 Vanguard Value ETF shares in Q1 2026, an estimated $18.8K.
Vanguard Value ETF made up 0.04% of Satovsky Asset Management's portfolio in Q1 2026, its #65 holding.
Satovsky Asset Management first reported a position in Vanguard Value ETF in Q4 2023 and has held it in 10 quarters since.
Satovsky Asset Management's Vanguard Value ETF position peaked at $324K in Q3 2024.
2,697 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on Satovsky Asset Management's 13F filing for Q1 2026, filed 14 May 2026.