Fiduciary Family Office Trims Vanguard Value ETF Holding 21.3%, Emerald Advisors Boosts 6.3%
Fiduciary Family Office LLC reduced its Vanguard Value ETF holding by 21.3% to 24,340 shares worth $4.54 million in the third quarter, making it the firm’s ninth-largest position. Emerald Advisors LLC increased its stake by 6.3% to 81,289 shares valued at $15.16 million, accounting for 2.0% of its portfolio.
1. Fiduciary Family Office LLC Reduces VTV Position
In the third quarter, Fiduciary Family Office LLC sold 6,594 shares of Vanguard Value ETF, reducing its stake by 21.3%. After the reduction, the firm held 24,340 shares, representing 1.3% of its total investment portfolio and ranking VTV as its ninth-largest holding. At quarter end, the remaining shares were valued at approximately $4.54 million, down from $5.77 million prior to the sale.
2. Emerald Advisors LLC Increases VTV Allocation
Emerald Advisors LLC added 4,791 shares of Vanguard Value ETF during the same period, lifting its position by 6.3%. The firm now controls 81,289 shares of VTV, equal to 2.0% of its overall portfolio and marking the fund as its second-largest holding. The new position carries an estimated value of $15.16 million as of the latest SEC filing.