SAS
VTV icon

Spurstone Advisory Services’s Vanguard Value ETF VTV Stock Holding History

Spurstone Advisory Services’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 		$2.16K Sell
11
-8
-42% -$1.6K 0.04% 41
2025
Q4 		$3.63K Hold
19
– – 0.06% 52
2025
Q3 		$3.54K Hold
19
– – 0.05% 65
2025
Q2 		$3.36K Hold
19
– – 0.05% 92
2025
Q1 		$3.28K Hold
19
– – 0.06% 60
2024
Q4 		$3.22K Buy
+19
New +$3.33K 0.06% 53

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

Spurstone Advisory Services's VTV Position: Q1 2026 in Review

Spurstone Advisory Services reduced its Vanguard Value ETF (VTV) stake by 42% in Q1 2026, selling an estimated $1.6K and leaving 11 shares worth $2.16K. The position accounts for 0.04% of the portfolio, ranked #41.

Spurstone Advisory Services first reported a position in VTV in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.63K in Q4 2025. 2,699 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Spurstone Advisory Services held 11 shares of Vanguard Value ETF worth $2.16K as of Q1 2026.
  • Spurstone Advisory Services sold 8 Vanguard Value ETF shares in Q1 2026, an estimated $1.6K.
  • Vanguard Value ETF made up 0.04% of Spurstone Advisory Services's portfolio in Q1 2026, its #41 holding.
  • Spurstone Advisory Services first reported a position in Vanguard Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Spurstone Advisory Services's Vanguard Value ETF position peaked at $3.63K in Q4 2025.
  • 2,699 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.