Farmers & Merchants Investments Inc’s Vanguard Morningstar Value ETF VTV Stock Holding History

Farmers & Merchants Investments Inc’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	$406K	Sell	1,863 -1,694	-48%	-$354K	0.01%	264
2026 Q1	$698K	Hold	3,557	–	–	0.02%	224
2025 Q4	$679K	Hold	3,557	–	–	0.02%	223
2025 Q3	$663K	Sell	3,557 -130	-4%	-$23.5K	0.02%	222
2025 Q2	$652K	Buy	3,687 +64	+2%	+$10.8K	0.02%	225
2025 Q1	$626K	Buy	3,623 +1,881	+108%	+$328K	0.02%	218
2024 Q4	$295K	Buy	1,742 +83	+5%	+$14.6K	0.01%	278
2024 Q3	$290K	Sell	1,659 -200	-11%	-$33.5K	0.01%	283
2024 Q2	$298K	Sell	1,859 -220	-11%	-$35.2K	0.01%	268
2024 Q1	$339K	Buy	2,079 +1	+0%	+$154	0.01%	248
2023 Q4	$311K	Buy	2,078 +515	+33%	+$72.5K	0.01%	255
2023 Q3	$216K	Buy	1,563 +63	+4%	+$9.03K	0.01%	274
2023 Q2	$213K	Buy	1,500 +465	+45%	+$64.6K	0.01%	278
2023 Q1	$143K	Buy	1,035 +129	+14%	+$18.1K	0.01%	307
2022 Q4	$127K	Hold	906	–	–	0.01%	314
2022 Q3	$112K	Sell	906 -852	-48%	-$115K	0.01%	322
2022 Q2	$232K	Sell	1,758 -50	-3%	-$7.05K	0.01%	270
2022 Q1	$267K	Buy	1,808 +50	+3%	+$7.3K	0.01%	270
2021 Q4	$259K	Buy	1,758 +531	+43%	+$75.8K	0.01%	277
2021 Q3	$166K	Hold	1,227	–	–	0.01%	290
2021 Q2	$169K	Buy	1,227 +684	+126%	+$94K	0.01%	247
2021 Q1	$71K	Buy	543 +321	+145%	+$40.2K	﹤0.01%	305
2020 Q4	$26K	Sell	222 -1,359	-86%	-$153K	﹤0.01%	418
2020 Q3	$165K	Hold	1,581	–	–	0.01%	235
2020 Q2	$157K	Sell	1,581 -133	-8%	-$13.1K	0.01%	231
2020 Q1	$153K	Buy	1,714 +355	+26%	+$39K	0.01%	225
2019 Q4	$163K	Hold	1,359	–	–	0.01%	232
2019 Q3	$152K	Hold	1,359	–	–	0.01%	237
2019 Q2	$151K	Hold	1,359	–	–	0.01%	237
2019 Q1	$146K	Hold	1,359	–	–	0.01%	240
2018 Q4	$133K	Hold	1,359	–	–	0.01%	237
2018 Q3	$150K	Hold	1,359	–	–	0.01%	240
2018 Q2	$141K	Hold	1,359	–	–	0.01%	245
2018 Q1	$140K	Hold	1,359	–	–	0.01%	249
2017 Q4	$144K	Hold	1,359	–	–	0.01%	252
2017 Q3	$136K	Hold	1,359	–	–	0.01%	253
2017 Q2	$131K	Hold	1,359	–	–	0.01%	254
2017 Q1	$130K	Hold	1,359	–	–	0.01%	255
2016 Q4	$126K	Hold	1,359	–	–	0.01%	269
2016 Q3	$118K	Hold	1,359	–	–	0.01%	238
2016 Q2	$116K	Hold	1,359	–	–	0.01%	229
2016 Q1	$112K	Hold	1,359	–	–	0.01%	227
2015 Q4	$111K	Hold	1,359	–	–	0.01%	244
2015 Q3	$104K	Hold	1,359	–	–	0.01%	231
2015 Q2	$113K	Hold	1,359	–	–	0.01%	230
2015 Q1	$114K	Hold	1,359	–	–	0.01%	230
2014 Q4	$115K	Hold	1,359	–	–	0.01%	222
2014 Q3	$110K	Hold	1,359	–	–	0.01%	227
2014 Q2	$110K	Buy	+1,359	New	+$108K	0.01%	227

Other funds holding VTV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Farmers & Merchants Investments Inc's VTV Position: Q2 2026 in Review

Farmers & Merchants Investments Inc reduced its Vanguard Morningstar Value ETF (VTV) stake by 48% in Q2 2026, selling an estimated $354K and leaving 1,863 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #264.

Farmers & Merchants Investments Inc first reported a position in VTV in Q2 2014 and has held it in 49 quarters since. The position peaked at $698K in Q1 2026. 2,360 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Farmers & Merchants Investments Inc held 1,863 shares of Vanguard Morningstar Value ETF worth $406K as of Q2 2026.
Farmers & Merchants Investments Inc sold 1,694 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $354K.
Vanguard Morningstar Value ETF made up 0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #264 holding.
Farmers & Merchants Investments Inc first reported a position in Vanguard Morningstar Value ETF in Q2 2014 and has held it in 49 quarters since.
Farmers & Merchants Investments Inc's Vanguard Morningstar Value ETF position peaked at $698K in Q1 2026.
2,360 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.