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TPW
Tiller Private Wealth’s
Vanguard Value ETF
VTV
Stock Holding History
Tiller Private Wealth’s Portfolio
VTV Stock Details
VTV Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$219K
Sell
1,117
-195
-15%
-$39K
0.08%
64
2025
Q4
$251K
Sell
1,312
-185
-12%
-$34.8K
0.09%
53
2025
Q3
$279K
Hold
1,497
–
–
0.1%
50
2025
Q2
$265K
Sell
1,497
-1,768
-54%
-$299K
0.1%
49
2025
Q1
$564K
Sell
3,265
-295
-8%
-$51.4K
0.23%
23
2024
Q4
$603K
Sell
3,560
-200
-5%
-$35.1K
0.26%
23
2024
Q3
$656K
Sell
3,760
-230
-6%
-$38.5K
0.27%
19
2024
Q2
$640K
Sell
3,990
-5,650
-59%
-$903K
0.28%
21
2024
Q1
$1.57M
Sell
9,640
-51,083
-84%
-$7.87M
0.7%
16
2023
Q4
$9.08M
Sell
60,723
-7,539
-11%
-$1.06M
4.55%
10
2023
Q3
$9.42M
Buy
68,262
+121
+0.2%
+$17.3K
5.12%
9
2023
Q2
$9.68M
Sell
68,141
-1,374
-2%
-$191K
5.27%
9
2023
Q1
$9.6M
Buy
69,515
+3,436
+5%
+$482K
5.38%
8
2022
Q4
$9.28M
Buy
66,079
+3,115
+5%
+$429K
5.48%
8
2022
Q3
$7.78M
Buy
62,964
+2,285
+4%
+$309K
5%
8
2022
Q2
$8M
Buy
60,679
+8,795
+17%
+$1.24M
4.91%
9
2022
Q1
$7.67M
Buy
51,884
+6,750
+15%
+$985K
4.42%
9
2021
Q4
$6.64M
Buy
45,134
+7,680
+21%
+$1.1M
4.19%
10
2021
Q3
$5.07M
Buy
37,454
+31,957
+581%
+$4.45M
3.82%
11
2021
Q2
$756K
Buy
+5,497
New
+$755K
0.81%
16
Other funds holding VTV
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
EWA
EP Wealth Advisors
Torrance, California
$20.3B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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