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Signal Advisors Wealth’s Vanguard Value ETF VTV Stock Holding History

Signal Advisors 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
2026
Q1 		$2.66M Buy
13,551
+1,765
+15% +$353K 0.18% 105
2025
Q4 		$2.25M Buy
11,786
+1,164
+11% +$219K 0.18% 114
2025
Q3 		$1.98M Sell
10,622
-1,723
-14% -$312K 0.18% 113
2025
Q2 		$2.18M Buy
12,345
+1,778
+17% +$300K 0.17% 125
2025
Q1 		$1.83M Sell
10,567
-284
-3% -$49.5K 0.18% 123
2024
Q4 		$1.84M Sell
10,851
-1,288
-11% -$226K 0.21% 115
2024
Q3 		$2.12M Buy
+12,139
New +$2.03M 0.3% 84
2024
Q2 		– Sell
-14,217
Closed -$2.32M – 281
2024
Q1 		$2.32M Sell
14,217
-550
-4% -$84.8K 0.57% 47
2023
Q4 		$2.21M Buy
+14,767
New +$2.08M 0.77% 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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Signal Advisors Wealth's VTV Position: Q1 2026 in Review

Signal Advisors Wealth increased its Vanguard Value ETF (VTV) stake by 15% in Q1 2026, buying an estimated $353K and bringing the position to 13,551 shares worth $2.66M. The position accounts for 0.18% of the portfolio, ranked #105.

Signal Advisors Wealth first reported a position in VTV in Q4 2023 and has held it in 9 quarters since. 2,698 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Signal Advisors Wealth held 13,551 shares of Vanguard Value ETF worth $2.66M as of Q1 2026.
  • Signal Advisors Wealth bought 1,765 Vanguard Value ETF shares in Q1 2026, an estimated $353K.
  • Vanguard Value ETF made up 0.18% of Signal Advisors Wealth's portfolio in Q1 2026, its #105 holding.
  • Signal Advisors Wealth first reported a position in Vanguard Value ETF in Q4 2023 and has held it in 9 quarters since.
  • 2,698 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.