WealthShield Partners’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.5M | Buy |
63,913
+2,751
| +4% | +$551K | 1.4% | 14 |
|
|
2025
Q4 | $11.7M | Sell |
61,162
-2,296
| -4% | -$432K | 1.29% | 16 |
|
|
2025
Q3 | $11.8M | Sell |
63,458
-3,442
| -5% | -$623K | 1.34% | 16 |
|
|
2025
Q2 | $11.8M | Sell |
66,900
-4,520
| -6% | -$763K | 1.43% | 16 |
|
|
2025
Q1 | $12.3M | Buy |
71,420
+2,005
| +3% | +$350K | 1.58% | 9 |
|
|
2024
Q4 | $11.8M | Buy |
69,415
+11,838
| +21% | +$2.08M | 1.67% | 8 |
|
|
2024
Q3 | $10.1M | Buy |
57,577
+234
| +0.4% | +$39.2K | 1.36% | 15 |
|
|
2024
Q2 | $9.26M | Buy |
57,343
+997
| +2% | +$159K | 1.41% | 14 |
|
|
2024
Q1 | $9.18M | Sell |
56,346
-3,399
| -6% | -$524K | 1.48% | 9 |
|
|
2023
Q4 | $8.93M | Sell |
59,745
-102,288
| -63% | -$14.4M | 1.47% | 11 |
|
|
2023
Q3 | $22.3M | Buy |
162,033
+19,669
| +14% | +$2.82M | 3.37% | 2 |
|
|
2023
Q2 | $20.2M | Buy |
142,364
+1,007
| +0.7% | +$140K | 3.05% | 2 |
|
|
2023
Q1 | $19.5M | Buy |
141,357
+12,049
| +9% | +$1.69M | 3.15% | 2 |
|
|
2022
Q4 | $18.2M | Buy |
129,308
+12,359
| +11% | +$1.7M | 3.48% | 2 |
|
|
2022
Q3 | $14.4M | Buy |
116,949
+20,555
| +21% | +$2.78M | 2.86% | 4 |
|
|
2022
Q2 | $12.7M | Buy |
96,394
+10,638
| +12% | +$1.5M | 2.52% | 4 |
|
|
2022
Q1 | $12.7M | Sell |
85,756
-10,275
| -11% | -$1.5M | 2.03% | 6 |
|
|
2021
Q4 | $14.1M | Buy |
96,031
+78,501
| +448% | +$11.2M | 2.35% | 6 |
|
|
2021
Q3 | $2.37M | Sell |
17,530
-2,272
| -11% | -$316K | 0.64% | 41 |
|
|
2021
Q2 | $2.72M | Buy |
19,802
+1,111
| +6% | +$153K | 0.43% | 56 |
|
|
2021
Q1 | $2.46M | Buy |
18,691
+1,429
| +8% | +$179K | 0.44% | 63 |
|
|
2020
Q4 | $2.05M | Buy |
17,262
+12,236
| +243% | +$1.38M | 0.38% | 62 |
|
|
2020
Q3 | $525K | Buy |
5,026
+118
| +2% | +$12.4K | 0.18% | 124 |
|
|
2020
Q2 | $489K | Buy |
4,908
+1,176
| +32% | +$115K | 0.23% | 104 |
|
|
2020
Q1 | $332K | Buy |
3,732
+332
| +10% | +$36.4K | 0.2% | 107 |
|
|
2019
Q4 | $408K | Buy |
3,400
+57
| +2% | +$6.58K | 0.2% | 115 |
|
|
2019
Q3 | $373K | Buy |
3,343
+231
| +7% | +$25.6K | 0.2% | 114 |
|
|
2019
Q2 | $345K | Buy |
3,112
+992
| +47% | +$108K | 0.2% | 107 |
|
|
2019
Q1 | $228K | Sell |
2,120
-466
| -18% | -$49.1K | 0.13% | 128 |
|
|
2018
Q4 | $253K | Buy |
2,586
+394
| +18% | +$41.4K | 0.17% | 101 |
|
|
2018
Q3 | $244K | Hold |
2,192
| – | – | 0.14% | 114 |
|
|
2018
Q2 | $228K | Sell |
2,192
-362
| -14% | -$37.9K | 0.14% | 110 |
|
|
2018
Q1 | $264K | Hold |
2,554
| – | – | 0.17% | 98 |
|
|
2017
Q4 | $272K | Buy |
+2,554
| New | +$263K | 0.17% | 105 |
|
Other funds holding VTV
EWA
WealthShield Partners's VTV Position: Q1 2026 in Review
WealthShield Partners increased its Vanguard Value ETF (VTV) stake by 4.5% in Q1 2026, buying an estimated $551K and bringing the position to 63,913 shares worth $12.5M. The position accounts for 1.4% of the portfolio, ranked #14.
WealthShield Partners first reported a position in VTV in Q4 2017 and has held it in 34 quarters since. The position peaked at $22.3M in Q3 2023. 2,699 funds tracked by Wall St. Rank hold VTV as of Q1 2026.
- WealthShield Partners held 63,913 shares of Vanguard Value ETF worth $12.5M as of Q1 2026.
- WealthShield Partners bought 2,751 Vanguard Value ETF shares in Q1 2026, an estimated $551K.
- Vanguard Value ETF made up 1.4% of WealthShield Partners's portfolio in Q1 2026, its #14 holding.
- WealthShield Partners first reported a position in Vanguard Value ETF in Q4 2017 and has held it in 34 quarters since.
- WealthShield Partners's Vanguard Value ETF position peaked at $22.3M in Q3 2023.
- 2,699 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.
Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.