Savvy Advisors Inc’s Vanguard Value ETF VTV Stock Holding History

Savvy Advisors Inc’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	$48.4M	Sell	246,874 -35,558	-13%	-$7.12M	1.29%	14
2025 Q4	$53.9M	Buy	282,432 +97,899	+53%	+$18.4M	1.74%	10
2025 Q3	$34.4M	Buy	184,533 +56,466	+44%	+$10.2M	1.58%	11
2025 Q2	$22.6M	Buy	128,067 +20,335	+19%	+$3.43M	1.51%	11
2025 Q1	$18.6M	Buy	107,732 +38,586	+56%	+$6.73M	1.87%	9
2024 Q4	$11.7M	Buy	69,146 +9,362	+16%	+$1.64M	1.41%	12
2024 Q3	$10.4M	Buy	59,784 +24,199	+68%	+$4.05M	2.12%	7
2024 Q2	$5.71M	Buy	35,585 +23,189	+187%	+$3.71M	1.86%	11
2024 Q1	$2.02M	Buy	+12,396	New	+$1.91M	1.16%	13

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

Savvy Advisors Inc's VTV Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Vanguard Value ETF (VTV) stake by 13% in Q1 2026, selling an estimated $7.12M and leaving 246,874 shares worth $48.4M. The position accounts for 1.29% of the portfolio, ranked #14.

Savvy Advisors Inc first reported a position in VTV in Q1 2024 and has held it in 9 quarters since. The position peaked at $53.9M in Q4 2025. 2,698 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

Savvy Advisors Inc held 246,874 shares of Vanguard Value ETF worth $48.4M as of Q1 2026.
Savvy Advisors Inc sold 35,558 Vanguard Value ETF shares in Q1 2026, an estimated $7.12M.
Vanguard Value ETF made up 1.29% of Savvy Advisors Inc's portfolio in Q1 2026, its #14 holding.
Savvy Advisors Inc first reported a position in Vanguard Value ETF in Q1 2024 and has held it in 9 quarters since.
Savvy Advisors Inc's Vanguard Value ETF position peaked at $53.9M in Q4 2025.
2,698 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.