Barton Investment Management’s Vanguard Value ETF VTV Stock Holding History

Barton Investment Management’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	$269K	Hold	1,235	–	–	0.04%	57
2026 Q1	$242K	Hold	1,235	–	–	0.03%	53
2025 Q4	$236K	Hold	1,235	–	–	0.03%	51
2025 Q3	$230K	Hold	1,235	–	–	0.02%	51
2025 Q2	$218K	Hold	1,235	–	–	0.02%	48
2025 Q1	$213K	Hold	1,235	–	–	0.03%	46
2024 Q4	$209K	Hold	1,235	–	–	0.02%	48
2024 Q3	$216K	Buy	+1,235	New	+$207K	0.03%	47
2024 Q2	–	Sell	-1,235	Closed	-$201K	–	46
2024 Q1	$201K	Buy	+1,235	New	+$190K	0.02%	45

Other funds holding VTV

DADC

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Barton Investment Management's VTV Position: Q2 2026 in Review

Barton Investment Management held its Vanguard Value ETF (VTV) position steady in Q2 2026 at 1,235 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #57.

Barton Investment Management first reported a position in VTV in Q1 2024 and has held it in 9 quarters since. 1,150 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Barton Investment Management held 1,235 shares of Vanguard Value ETF worth $269K as of Q2 2026.
Barton Investment Management left its Vanguard Value ETF share count unchanged in Q2 2026.
Vanguard Value ETF made up 0.04% of Barton Investment Management's portfolio in Q2 2026, its #57 holding.
Barton Investment Management first reported a position in Vanguard Value ETF in Q1 2024 and has held it in 9 quarters since.
1,150 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on Barton Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.