Atwood & Palmer’s Vanguard Value ETF VTV Stock Holding History

Atwood & Palmer’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	$45.3K	Hold	208	–	–	﹤0.01%	255
2026 Q1	$40.8K	Sell	208 -88	-30%	-$17.6K	﹤0.01%	260
2025 Q4	$56.5K	Hold	296	–	–	﹤0.01%	228
2025 Q3	$55.2K	Buy	296 +69	+30%	+$12.5K	﹤0.01%	237
2025 Q2	$40.1K	Buy	+227	New	+$38.3K	﹤0.01%	254
2024 Q1	–	Sell	-2,180	Closed	-$326K	–	432
2023 Q4	$326K	Buy	+2,180	New	+$307K	0.03%	127

Other funds holding VTV

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

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

Atwood & Palmer's VTV Position: Q2 2026 in Review

Atwood & Palmer held its Vanguard Value ETF (VTV) position steady in Q2 2026 at 208 shares worth $45.3K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Atwood & Palmer first reported a position in VTV in Q4 2023 and has held it in 6 quarters since. The position peaked at $326K in Q4 2023. 1,049 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Atwood & Palmer held 208 shares of Vanguard Value ETF worth $45.3K as of Q2 2026.
Atwood & Palmer left its Vanguard Value ETF share count unchanged in Q2 2026.
Vanguard Value ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #255 holding.
Atwood & Palmer first reported a position in Vanguard Value ETF in Q4 2023 and has held it in 6 quarters since.
Atwood & Palmer's Vanguard Value ETF position peaked at $326K in Q4 2023.
1,049 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.