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Financial Solutions Advisory Group’s Vanguard Value ETF VTV Stock Holding History

Financial Solutions Advisory Group’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 		$330K Hold
1,510
– – 0.04% 142
2026
Q1 		$296K Buy
+1,510
New +$302K 0.04% 135

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
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Financial Solutions Advisory Group's VTV Position: Q2 2026 in Review

Financial Solutions Advisory Group held its Vanguard Value ETF (VTV) position steady in Q2 2026 at 1,510 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #142.

Financial Solutions Advisory Group first reported a position in VTV in Q1 2026 and has held it in 2 quarters since. 924 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Financial Solutions Advisory Group held 1,510 shares of Vanguard Value ETF worth $330K as of Q2 2026.
  • Financial Solutions Advisory Group left its Vanguard Value ETF share count unchanged in Q2 2026.
  • Vanguard Value ETF made up 0.04% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #142 holding.
  • Financial Solutions Advisory Group first reported a position in Vanguard Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 924 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.