Farther Finance Advisors’s Vanguard Value ETF VTV Stock Holding History

Farther Finance 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	$150M	Buy	686,893 +128,659	+23%	+$26.9M	1.17%	9
2026 Q1	$110M	Buy	558,234 +119,971	+27%	+$24M	1.04%	10
2025 Q4	$83.7M	Buy	438,263 +150,472	+52%	+$28.3M	0.9%	15
2025 Q3	$53.7M	Buy	287,791 +207,677	+259%	+$37.6M	0.81%	21
2025 Q2	$14.2M	Buy	80,114 +2,218	+3%	+$375K	0.28%	66
2025 Q1	$13.4M	Buy	77,896 +17,072	+28%	+$2.98M	0.34%	55
2024 Q4	$10.3M	Sell	60,824 -17,918	-23%	-$3.14M	0.37%	57
2024 Q3	$13.7M	Buy	78,742 +19,224	+32%	+$3.22M	0.52%	32
2024 Q2	$9.51M	Sell	59,518 -8,365	-12%	-$1.34M	0.46%	38
2024 Q1	$11M	Buy	67,883 +794	+1%	+$122K	0.67%	24
2023 Q4	$10M	Buy	67,089 +53,393	+390%	+$7.51M	0.72%	21
2023 Q3	$1.89M	Buy	13,696 +5,939	+77%	+$851K	0.3%	70
2023 Q2	$1.1M	Buy	7,757 +1,451	+23%	+$202K	0.24%	82
2023 Q1	$871K	Buy	6,306 +345	+6%	+$48.4K	0.25%	79
2022 Q4	$837K	Buy	+5,961	New	+$821K	0.32%	60

Other funds holding VTV

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

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

Farther Finance Advisors's VTV Position: Q2 2026 in Review

Farther Finance Advisors increased its Vanguard Value ETF (VTV) stake by 23% in Q2 2026, buying an estimated $26.9M and bringing the position to 686,893 shares worth $150M. The position accounts for 1.17% of the portfolio, ranked #9.

Farther Finance Advisors first reported a position in VTV in Q4 2022 and has held it in 15 quarters since. 928 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Farther Finance Advisors held 686,893 shares of Vanguard Value ETF worth $150M as of Q2 2026.
Farther Finance Advisors bought 128,659 Vanguard Value ETF shares in Q2 2026, an estimated $26.9M.
Vanguard Value ETF made up 1.17% of Farther Finance Advisors's portfolio in Q2 2026, its #9 holding.
Farther Finance Advisors first reported a position in Vanguard Value ETF in Q4 2022 and has held it in 15 quarters since.
928 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.