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Gladwyn Financial Advisors’s Vanguard Value ETF VTV Stock Holding History

Gladwyn Financial 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 		$1.44M Sell
6,600
-259
-4% -$54.1K 0.9% 25
2026
Q1 		$1.35M Sell
6,859
-84
-1% -$16.8K 0.94% 25
2025
Q4 		$1.33M Buy
6,943
+63
+0.9% +$11.8K 0.93% 26
2025
Q3 		$1.28M Buy
6,880
+30
+0.4% +$5.43K 0.92% 27
2025
Q2 		$1.21M Buy
+6,850
New +$1.16M 0.94% 27

Other funds holding VTV

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
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

Gladwyn Financial Advisors's VTV Position: Q2 2026 in Review

Gladwyn Financial Advisors reduced its Vanguard Value ETF (VTV) stake by 3.8% in Q2 2026, selling an estimated $54.1K and leaving 6,600 shares worth $1.44M. The position accounts for 0.9% of the portfolio, ranked #25.

Gladwyn Financial Advisors first reported a position in VTV in Q2 2025 and has held it in 5 quarters since. 1,049 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Gladwyn Financial Advisors held 6,600 shares of Vanguard Value ETF worth $1.44M as of Q2 2026.
  • Gladwyn Financial Advisors sold 259 Vanguard Value ETF shares in Q2 2026, an estimated $54.1K.
  • Vanguard Value ETF made up 0.9% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #25 holding.
  • Gladwyn Financial Advisors first reported a position in Vanguard Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,049 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

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