AFO
VTV icon

Aurelius Family Office’s Vanguard Value ETF VTV Stock Holding History

Aurelius Family Office’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 		$1.11M Buy
5,109
+173
+4% +$36.1K 0.44% 30
2026
Q1 		$968K Sell
4,936
-575
-10% -$115K 0.42% 30
2025
Q4 		$1.07M Sell
5,511
-368
-6% -$69.2K 0.46% 30
2025
Q3 		$1.1M Sell
5,879
-271
-4% -$49.1K 0.49% 29
2025
Q2 		$1.09M Sell
6,150
-61
-1% -$10.3K 0.51% 28
2025
Q1 		$1.07M Sell
6,211
-207
-3% -$36.1K 0.54% 27
2024
Q4 		$1.09M Buy
+6,418
New +$1.13M 0.55% 28

Other funds holding VTV

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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

Aurelius Family Office's VTV Position: Q2 2026 in Review

Aurelius Family Office increased its Vanguard Value ETF (VTV) stake by 3.5% in Q2 2026, buying an estimated $36.1K and bringing the position to 5,109 shares worth $1.11M. The position accounts for 0.44% of the portfolio, ranked #30.

Aurelius Family Office first reported a position in VTV in Q4 2024 and has held it in 7 quarters since. 1,234 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Aurelius Family Office held 5,109 shares of Vanguard Value ETF worth $1.11M as of Q2 2026.
  • Aurelius Family Office bought 173 Vanguard Value ETF shares in Q2 2026, an estimated $36.1K.
  • Vanguard Value ETF made up 0.44% of Aurelius Family Office's portfolio in Q2 2026, its #30 holding.
  • Aurelius Family Office first reported a position in Vanguard Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on Aurelius Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.