Everpar Advisors’s Vanguard Value ETF VTV Stock Holding History

Everpar 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	$6.85M	Buy	31,436 +1,169	+4%	+$244K	1.95%	8
2026 Q1	$5.94M	Buy	30,267 +16,339	+117%	+$3.27M	2.04%	6
2025 Q4	$2.66M	Buy	13,928 +10,136	+267%	+$1.91M	0.99%	19
2025 Q3	$707K	Sell	3,792 -4	-0.1%	-$724	0.28%	80
2025 Q2	$671K	Sell	3,796 -198	-5%	-$33.4K	0.3%	74
2025 Q1	$690K	Buy	3,994 +6	+0.2%	+$1.05K	0.37%	58
2024 Q4	$675K	Sell	3,988 -465	-10%	-$81.6K	0.34%	66
2024 Q3	$777K	Sell	4,453 -114	-2%	-$19.1K	0.4%	56
2024 Q2	$733K	Buy	4,567 +1,772	+63%	+$283K	0.37%	65
2024 Q1	$455K	Sell	2,795 -1,783	-39%	-$275K	0.28%	120
2023 Q4	$684K	Buy	+4,578	New	+$644K	0.32%	112

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

Everpar Advisors's VTV Position: Q2 2026 in Review

Everpar Advisors increased its Vanguard Value ETF (VTV) stake by 3.9% in Q2 2026, buying an estimated $244K and bringing the position to 31,436 shares worth $6.85M. The position accounts for 1.95% of the portfolio, ranked #8.

Everpar Advisors first reported a position in VTV in Q4 2023 and has held it in 11 quarters since. 560 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Everpar Advisors held 31,436 shares of Vanguard Value ETF worth $6.85M as of Q2 2026.
Everpar Advisors bought 1,169 Vanguard Value ETF shares in Q2 2026, an estimated $244K.
Vanguard Value ETF made up 1.95% of Everpar Advisors's portfolio in Q2 2026, its #8 holding.
Everpar Advisors first reported a position in Vanguard Value ETF in Q4 2023 and has held it in 11 quarters since.
560 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.