Wiser Advisor Group’s Vanguard Value ETF VTV Stock Holding History

Wiser Advisor Group’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	$2.05M	Sell	10,432 -175	-2%	-$35K	2.47%	11
2025 Q4	$2.03M	Buy	10,607 +63	+0.6%	+$11.8K	2.32%	15
2025 Q3	$1.97M	Sell	10,544 -470	-4%	-$85.1K	2.45%	15
2025 Q2	$1.95M	Sell	11,014 -777	-7%	-$131K	3.38%	10
2025 Q1	$2.04M	Sell	11,791 -23	-0.2%	-$4.01K	3.01%	9
2024 Q4	$2M	Sell	11,814 -283	-2%	-$49.7K	2.91%	10
2024 Q3	$2.11M	Sell	12,097 -175	-1%	-$29.3K	3.15%	9
2024 Q2	$1.97M	Sell	12,272 -224	-2%	-$35.8K	3.1%	10
2024 Q1	$2.04M	Sell	12,496 -366	-3%	-$56.4K	3.19%	8
2023 Q4	$1.92M	Buy	+12,862	New	+$1.81M	3.2%	7

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 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 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

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

EP Wealth Advisors Torrance, California $20.3B AUM