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SC&H Financial Advisors’s Vanguard Value ETF VTV Stock Holding History

SC&H 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
-2,709
Closed -$479K – 159
2025
Q2 		$479K Hold
2,709
– – 0.08% 89
2025
Q1 		$468K Buy
2,709
+8
+0.3% +$1.4K 0.09% 92
2024
Q4 		$457K Buy
2,701
+7
+0.3% +$1.23K 0.09% 91
2024
Q3 		$470K Sell
2,694
-17
-0.6% -$2.85K 0.1% 94
2024
Q2 		$435K Sell
2,711
-609
-18% -$97.3K 0.11% 92
2024
Q1 		$541K Sell
3,320
-1,078
-25% -$166K 0.14% 87
2023
Q4 		$657K Buy
4,398
+20
+0.5% +$2.81K 0.19% 75
2023
Q3 		$604K Buy
4,378
+17
+0.4% +$2.44K 0.2% 77
2023
Q2 		$620K Buy
4,361
+18
+0.4% +$2.5K 0.2% 80
2023
Q1 		$600K Sell
4,343
-2,116
-33% -$297K 0.22% 78
2022
Q4 		$907K Buy
6,459
+573
+10% +$78.9K 0.38% 55
2022
Q3 		$727K Buy
5,886
+591
+11% +$79.9K 0.36% 58
2022
Q2 		$698K Sell
5,295
-2,036
-28% -$287K 0.33% 62
2022
Q1 		$1.08M Buy
+7,331
New +$1.07M 0.52% 42

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

SC&H Financial Advisors's VTV Position: Q3 2025 in Review

SC&H Financial Advisors sold out of Vanguard Value ETF (VTV) in Q3 2025, closing a stake of 2,709 shares — an estimated $479K sold.

SC&H Financial Advisors first reported a position in VTV in Q1 2022 and held it in 14 quarters. The position peaked at $1.08M in Q1 2022. 2,446 funds tracked by Wall St. Rank hold VTV as of Q3 2025.

  • SC&H Financial Advisors reported no remaining Vanguard Value ETF position as of Q3 2025 after selling out during the quarter.
  • SC&H Financial Advisors sold 2,709 Vanguard Value ETF shares in Q3 2025, an estimated $479K.
  • SC&H Financial Advisors first reported a position in Vanguard Value ETF in Q1 2022 and held it in 14 quarters.
  • SC&H Financial Advisors's Vanguard Value ETF position peaked at $1.08M in Q1 2022.
  • 2,446 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q3 2025.

Based on SC&H Financial Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.