SWM
VTV icon

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
Q3 		$8.7M Buy
40,252
+723
+2% +$161K 0.22% 37
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

SigFig Wealth Management's VTV Position: Q3 2026 in Review

SigFig Wealth Management increased its Vanguard Morningstar Value ETF (VTV) stake by 1.8% in Q3 2026, buying an estimated $161K and bringing the position to 40,252 shares worth $8.7M. The position accounts for 0.22% of the portfolio, ranked #37.

SigFig Wealth Management first reported a position in VTV in Q1 2021 and has held it in 23 quarters since. 352 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

  • SigFig Wealth Management held 40,252 shares of Vanguard Morningstar Value ETF worth $8.7M as of Q3 2026.
  • SigFig Wealth Management bought 723 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $161K.
  • Vanguard Morningstar Value ETF made up 0.22% of SigFig Wealth Management's portfolio in Q3 2026, its #37 holding.
  • SigFig Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q1 2021 and has held it in 23 quarters since.
  • 352 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on SigFig Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.