AIP
VTV icon

ARS Investment Partners’s Vanguard Value ETF VTV Stock Holding History

ARS Investment Partners’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
Q2 		$386K Sell
1,772
-195
-10% -$40.7K 0.02% 148
2026
Q1 		$386K Sell
1,967
-192
-9% -$38.4K 0.02% 136
2025
Q4 		$412K Buy
2,159
+160
+8% +$30.1K 0.02% 137
2025
Q3 		$373K Buy
+1,999
New +$362K 0.02% 138

Other funds holding VTV

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

ARS Investment Partners's VTV Position: Q2 2026 in Review

ARS Investment Partners reduced its Vanguard Value ETF (VTV) stake by 9.9% in Q2 2026, selling an estimated $40.7K and leaving 1,772 shares worth $386K. The position accounts for 0.02% of the portfolio, ranked #148.

ARS Investment Partners first reported a position in VTV in Q3 2025 and has held it in 4 quarters since. The position peaked at $412K in Q4 2025. 928 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • ARS Investment Partners held 1,772 shares of Vanguard Value ETF worth $386K as of Q2 2026.
  • ARS Investment Partners sold 195 Vanguard Value ETF shares in Q2 2026, an estimated $40.7K.
  • Vanguard Value ETF made up 0.02% of ARS Investment Partners's portfolio in Q2 2026, its #148 holding.
  • ARS Investment Partners first reported a position in Vanguard Value ETF in Q3 2025 and has held it in 4 quarters since.
  • ARS Investment Partners's Vanguard Value ETF position peaked at $412K in Q4 2025.
  • 928 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.