SEC 13F Intelligence

Wiser Advisor Group LLC / VTV

Wiser Advisor Group LLC’s Vanguard Index Fds Position

Does Wiser Advisor Group LLC own Vanguard Index Fds (VTV)? Yes — 10.4K shares worth $2M (+2.47% of its 13F portfolio) as of Q1 2026, down from 10.6K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
10.4K
% of Portfolio
+2.47%
Quarters Held
10
currently held

Position History VTV

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.4K$2M+2.47%
Q4 202510.6K$2M+2.32%
Q3 202510.5K$2M+2.45%
Q2 202511.0K$2M+3.38%
Q1 202511.8K$2M+3.01%
Q4 202411.8K$2M+2.91%
Q3 202412.1K$2M+3.15%
Q2 202412.3K$2M+3.10%
Q1 202412.5K$2M+3.19%
Q4 202312.9K$2M+3.20%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wiser Advisor Group LLC’s full portfolio or all institutional holders of VTV.