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SigFig Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

SigFig 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
2026
Q2 		$8.64M Sell
39,529
-198
-0.5% -$41.3K 0.23% 36
2026
Q1 		$7.79M Buy
39,727
+2,248
+6% +$450K 0.23% 36
2025
Q4 		$7.16M Buy
37,479
+3,362
+10% +$632K 0.21% 47
2025
Q3 		$6.34M Sell
34,117
-1,567
-4% -$284K 0.2% 49
2025
Q2 		$6.3M Buy
35,684
+919
+3% +$155K 0.21% 50
2025
Q1 		$5.94M Buy
34,765
+1,116
+3% +$195K 0.21% 48
2024
Q4 		$5.68M Buy
33,649
+2,135
+7% +$375K 0.21% 52
2024
Q3 		$5.48M Buy
31,514
+4,349
+16% +$728K 0.2% 55
2024
Q2 		$4.36M Buy
27,165
+5,290
+24% +$846K 0.16% 56
2024
Q1 		$3.56M Buy
21,875
+3,432
+19% +$529K 0.13% 62
2023
Q4 		$2.76M Buy
18,443
+7,416
+67% +$1.04M 0.1% 71
2023
Q3 		$1.52M Sell
11,027
-262
-2% -$37.5K 0.06% 86
2023
Q2 		$1.59M Sell
11,289
-76
-0.7% -$10.6K 0.06% 80
2023
Q1 		$1.57M Buy
11,365
+574
+5% +$80.5K 0.09% 72
2022
Q4 		$1.48M Buy
10,791
+679
+7% +$93.5K 0.07% 74
2022
Q3 		$1.46M Buy
10,112
+602
+6% +$81.4K 0.08% 71
2022
Q2 		$1.39M Buy
9,510
+1,181
+14% +$167K 0.07% 67
2022
Q1 		$1.27M Buy
8,329
+305
+4% +$44.5K 0.06% 67
2021
Q4 		$1.13M Buy
8,024
+2,585
+48% +$369K 0.05% 68
2021
Q3 		$736K Buy
5,439
+1,861
+52% +$259K 0.04% 74
2021
Q2 		$492K Buy
3,578
+1,877
+110% +$258K 0.03% 73
2021
Q1 		$224K Buy
+1,701
New +$213K 0.01% 74

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SigFig Wealth Management's VTV Position: Q2 2026 in Review

SigFig Wealth Management reduced its Vanguard Morningstar Value ETF (VTV) stake by 0.5% in Q2 2026, selling an estimated $41.3K and leaving 39,529 shares worth $8.64M. The position accounts for 0.23% of the portfolio, ranked #36.

SigFig Wealth Management first reported a position in VTV in Q1 2021 and has held it in 22 quarters since. 2,792 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • SigFig Wealth Management held 39,529 shares of Vanguard Morningstar Value ETF worth $8.64M as of Q2 2026.
  • SigFig Wealth Management sold 198 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $41.3K.
  • Vanguard Morningstar Value ETF made up 0.23% of SigFig Wealth Management's portfolio in Q2 2026, its #36 holding.
  • SigFig Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q1 2021 and has held it in 22 quarters since.
  • 2,792 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.