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Significant Wealth Partners’s Vanguard Value ETF VTV Stock Holding History

Significant Wealth Partners’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
-1,360
Closed -$240K – 109
2025
Q2 		$240K Buy
+1,360
New +$230K 0.12% 80

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

Significant Wealth Partners's VTV Position: Q3 2025 in Review

Significant Wealth Partners sold out of Vanguard Value ETF (VTV) in Q3 2025, closing a stake of 1,360 shares — an estimated $240K sold.

Significant Wealth Partners first reported a position in VTV in Q2 2025 and held it in 1 quarter. The position peaked at $240K in Q2 2025. 2,446 funds tracked by Wall St. Rank hold VTV as of Q3 2025.

  • Significant Wealth Partners reported no remaining Vanguard Value ETF position as of Q3 2025 after selling out during the quarter.
  • Significant Wealth Partners sold 1,360 Vanguard Value ETF shares in Q3 2025, an estimated $240K.
  • Significant Wealth Partners first reported a position in Vanguard Value ETF in Q2 2025 and held it in 1 quarter.
  • Significant Wealth Partners's Vanguard Value ETF position peaked at $240K in Q2 2025.
  • 2,446 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q3 2025.

Based on Significant Wealth Partners's 13F filing for Q3 2025, filed 4 Nov 2025.