SFA
VTV icon

Souders Financial Advisors’s Vanguard Value ETF VTV Stock Holding History

Souders Financial Advisors’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 		$18.3M Buy
93,047
+1,187
+1% +$238K 2.08% 12
2025
Q4 		$17.5M Buy
91,860
+3,691
+4% +$694K 2.01% 12
2025
Q3 		$16.4M Buy
88,169
+4,278
+5% +$775K 1.96% 14
2025
Q2 		$14.8M Buy
83,891
+9,211
+12% +$1.56M 1.89% 15
2025
Q1 		$12.9M Buy
74,680
+33,453
+81% +$5.83M 1.8% 16
2024
Q4 		$6.98M Buy
+41,227
New +$7.24M 0.97% 29

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

Souders Financial Advisors's VTV Position: Q1 2026 in Review

Souders Financial Advisors increased its Vanguard Value ETF (VTV) stake by 1.3% in Q1 2026, buying an estimated $238K and bringing the position to 93,047 shares worth $18.3M. The position accounts for 2.08% of the portfolio, ranked #12.

Souders Financial Advisors first reported a position in VTV in Q4 2024 and has held it in 6 quarters since. 2,699 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Souders Financial Advisors held 93,047 shares of Vanguard Value ETF worth $18.3M as of Q1 2026.
  • Souders Financial Advisors bought 1,187 Vanguard Value ETF shares in Q1 2026, an estimated $238K.
  • Vanguard Value ETF made up 2.08% of Souders Financial Advisors's portfolio in Q1 2026, its #12 holding.
  • Souders Financial Advisors first reported a position in Vanguard Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,699 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.