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Schulz Wealth’s Vanguard Value ETF VTV Stock Holding History

Schulz Wealth’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
Q4 		$285K Buy
1,494
+153
+11% +$28.8K 0.18% 55
2025
Q3 		$250K Sell
1,341
-521
-28% -$94.3K 0.17% 57
2025
Q2 		$329K Buy
+1,862
New +$315K 0.25% 47

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
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

Schulz Wealth's VTV Position: Q4 2025 in Review

Schulz Wealth increased its Vanguard Value ETF (VTV) stake by 11% in Q4 2025, buying an estimated $28.8K and bringing the position to 1,494 shares worth $285K. The position accounts for 0.18% of the portfolio, ranked #55.

Schulz Wealth first reported a position in VTV in Q2 2025 and has held it in 3 quarters since. The position peaked at $329K in Q2 2025. 2,658 funds tracked by Wall St. Rank hold VTV as of Q4 2025.

  • Schulz Wealth held 1,494 shares of Vanguard Value ETF worth $285K as of Q4 2025.
  • Schulz Wealth bought 153 Vanguard Value ETF shares in Q4 2025, an estimated $28.8K.
  • Vanguard Value ETF made up 0.18% of Schulz Wealth's portfolio in Q4 2025, its #55 holding.
  • Schulz Wealth first reported a position in Vanguard Value ETF in Q2 2025 and has held it in 3 quarters since.
  • Schulz Wealth's Vanguard Value ETF position peaked at $329K in Q2 2025.
  • 2,658 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.