Fiduciary Family Office Cuts Vanguard Value ETF Stake by 21.3% as Emerald Advisors Adds 6.3%
Fiduciary Family Office LLC reduced its Vanguard Value ETF stake by 21.3% in Q3, selling 6,594 shares to hold 24,340 shares valued at $4.54 million. Emerald Advisors LLC increased its position by 6.3% to 81,289 shares worth $15.16 million, while D.A. Davidson boosted its holding to 5.46 million shares ($1.02 billion).
1. Fiduciary Family Office LLC Reduces VTV Stake
In its latest Form 13F filing with the SEC, Fiduciary Family Office LLC disclosed a 21.3% reduction in its Vanguard Value ETF holdings during the third quarter. The firm sold 6,594 shares, trimming its total position to 24,340 shares. As of quarter end, VTV comprised 1.3% of Fiduciary Family Office’s portfolio, ranking it as the ninth largest holding. The remaining stake carried a value of $4.54 million based on quarter-end valuations, reflecting the firm’s tactical repositioning within its broader equity allocation.
2. Emerald Advisors LLC Boosts Exposure to Vanguard Value ETF
Emerald Advisors LLC increased its position in Vanguard Value ETF by 6.3% over the same period, acquiring an additional 4,791 shares. The fund’s VTV stake now stands at 81,289 shares, making it the second largest holding at 2.0% of total assets. Emerald Advisors’ VTV allocation was valued at $15.16 million as of the filing date. This incremental purchase underscores the firm’s confidence in value-oriented large-cap equities and its strategy to overweight diversified value exposure within a broader equity portfolio.