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Vise Technologies’s Vanguard Value ETF VTV Stock Holding History

Vise Technologies’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 		$9.76M Hold
51,114
– – 0.19% 92
2025
Q4 		$9.76M Buy
51,114
+23,709
+87% +$4.46M 0.19% 92
2025
Q3 		$5.11M Buy
27,405
+4,831
+21% +$875K 0.19% 109
2025
Q2 		$3.99M Buy
+22,574
New +$3.81M 0.16% 137
2024
Q4 		$3.55M Buy
20,966
+230
+1% +$40.4K 0.3% 66
2024
Q3 		$3.62M Buy
20,736
+15,412
+289% +$2.58M 0.46% 45
2024
Q2 		$854K Sell
5,324
-314
-6% -$50.2K 0.15% 138
2024
Q1 		$918K Sell
5,638
-4,537
-45% -$699K 0.18% 122
2023
Q4 		$1.52M Buy
10,175
+7,960
+359% +$1.12M 0.33% 78
2023
Q3 		$305K Buy
+2,215
New +$317K 0.08% 238
2023
Q1 		– Sell
-1,551
Closed -$218K – 370
2022
Q4 		$218K Buy
+1,551
New +$214K 0.07% 298
2022
Q2 		– Sell
-1,435
Closed -$212K – 323
2022
Q1 		$212K Sell
1,435
-205
-13% -$29.9K 0.08% 225
2021
Q4 		$241K Buy
+1,640
New +$234K 0.07% 121

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

Vise Technologies's VTV Position: Q1 2026 in Review

Vise Technologies held its Vanguard Value ETF (VTV) position steady in Q1 2026 at 51,114 shares worth $9.76M. The position accounts for 0.19% of the portfolio, ranked #92.

Vise Technologies first reported a position in VTV in Q4 2021 and has held it in 13 quarters since. 2,697 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Vise Technologies held 51,114 shares of Vanguard Value ETF worth $9.76M as of Q1 2026.
  • Vise Technologies left its Vanguard Value ETF share count unchanged in Q1 2026.
  • Vanguard Value ETF made up 0.19% of Vise Technologies's portfolio in Q1 2026, its #92 holding.
  • Vise Technologies first reported a position in Vanguard Value ETF in Q4 2021 and has held it in 13 quarters since.
  • 2,697 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.