Cedar Mountain Advisors’s Vanguard Value ETF VTV Stock Holding History

Cedar Mountain Advisors’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	$1.22M	Hold	5,600	–	–	0.21%	34
2026 Q1	$1.1M	Sell	5,600 -6	-0.1%	-$1.2K	0.21%	33
2025 Q4	$1.07M	Hold	5,606	–	–	0.21%	34
2025 Q3	$1.05M	Hold	5,606	–	–	0.2%	34
2025 Q2	$991K	Hold	5,606	–	–	0.21%	30
2025 Q1	$968K	Sell	5,606 -226	-4%	-$39.4K	0.22%	31
2024 Q4	$987K	Hold	5,832	–	–	0.22%	32
2024 Q3	$1.02M	Buy	5,832 +5,068	+663%	+$849K	0.23%	29
2024 Q2	$123K	Hold	764	–	–	0.03%	54
2024 Q1	$124K	Hold	764	–	–	0.03%	54
2023 Q4	$114K	Sell	764 -325	-30%	-$45.7K	0.03%	54
2023 Q3	$150K	Sell	1,089 -1	-0.1%	-$143	0.04%	50
2023 Q2	$155K	Sell	1,090 -3,288	-75%	-$457K	0.04%	49
2023 Q1	$605K	Sell	4,378 -57,855	-93%	-$8.12M	0.18%	27
2022 Q4	$8.74M	Sell	62,233 -1,188	-2%	-$164K	2.74%	11
2022 Q3	$7.83M	Buy	63,421 +3,464	+6%	+$468K	2.61%	11
2022 Q2	$7.91M	Buy	59,957 +578	+1%	+$81.5K	2.71%	11
2022 Q1	$8.78M	Buy	59,379 +2,513	+4%	+$367K	2.59%	11
2021 Q4	$8.37M	Buy	56,866 +2,325	+4%	+$332K	2.57%	9
2021 Q3	$7.38M	Buy	54,541 +3,026	+6%	+$421K	2.46%	9
2021 Q2	$7.08M	Buy	51,515 +50,760	+6,723%	+$6.97M	2.34%	10
2021 Q1	$99K	Hold	755	–	–	0.03%	52
2020 Q4	$90K	Hold	755	–	–	0.03%	52
2020 Q3	$79K	Hold	755	–	–	0.03%	51
2020 Q2	$75K	Hold	755	–	–	0.03%	51
2020 Q1	$67K	Hold	755	–	–	0.03%	49
2019 Q4	$90K	Buy	+755	New	+$87.2K	0.04%	49

Other funds holding VTV

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

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Cedar Mountain Advisors's VTV Position: Q2 2026 in Review

Cedar Mountain Advisors held its Vanguard Value ETF (VTV) position steady in Q2 2026 at 5,600 shares worth $1.22M. The position accounts for 0.21% of the portfolio, ranked #34.

Cedar Mountain Advisors first reported a position in VTV in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.78M in Q1 2022. 560 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Cedar Mountain Advisors held 5,600 shares of Vanguard Value ETF worth $1.22M as of Q2 2026.
Cedar Mountain Advisors left its Vanguard Value ETF share count unchanged in Q2 2026.
Vanguard Value ETF made up 0.21% of Cedar Mountain Advisors's portfolio in Q2 2026, its #34 holding.
Cedar Mountain Advisors first reported a position in Vanguard Value ETF in Q4 2019 and has held it in 27 quarters since.
Cedar Mountain Advisors's Vanguard Value ETF position peaked at $8.78M in Q1 2022.
560 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.