Seed Wealth Management’s Vanguard Value ETF VTV Stock Holding History

Seed Wealth 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
2025 Q3	–	Sell	-1,575	Closed	-$278K	–	149
2025 Q2	$278K	Hold	1,575	–	–	0.21%	115
2025 Q1	$272K	Hold	1,575	–	–	0.22%	113
2024 Q4	$267K	Sell	1,575 -150	-9%	-$26.3K	0.22%	113
2024 Q3	$301K	Hold	1,725	–	–	0.24%	106
2024 Q2	$277K	Hold	1,725	–	–	0.24%	110
2024 Q1	$280K	Hold	1,725	–	–	0.27%	100
2023 Q4	$259K	Hold	1,725	–	–	0.26%	102
2023 Q3	$238K	Hold	1,725	–	–	0.27%	104
2023 Q2	$245K	Hold	1,725	–	–	0.26%	107
2023 Q1	$238K	Hold	1,725	–	–	0.27%	106
2022 Q4	$242K	Buy	+1,725	New	+$238K	0.28%	92

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

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

Seed Wealth Management's VTV Position: Q3 2025 in Review

Seed Wealth Management sold out of Vanguard Value ETF (VTV) in Q3 2025, closing a stake of 1,575 shares — an estimated $278K sold.

Seed Wealth Management first reported a position in VTV in Q4 2022 and held it in 11 quarters. The position peaked at $301K in Q3 2024. 2,447 funds tracked by Wall St. Rank hold VTV as of Q3 2025.

Seed Wealth Management reported no remaining Vanguard Value ETF position as of Q3 2025 after selling out during the quarter.
Seed Wealth Management sold 1,575 Vanguard Value ETF shares in Q3 2025, an estimated $278K.
Seed Wealth Management first reported a position in Vanguard Value ETF in Q4 2022 and held it in 11 quarters.
Seed Wealth Management's Vanguard Value ETF position peaked at $301K in Q3 2024.
2,447 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q3 2025.

Based on Seed Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.