Goldstone Financial Group’s Vanguard Value ETF VTV Stock Holding History

Goldstone Financial 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 Q1	$37.8M	Buy	192,544 +11,859	+7%	+$2.37M	4.1%	3
2025 Q4	$34.5M	Buy	180,685 +8,246	+5%	+$1.55M	3.84%	4
2025 Q3	$32.2M	Buy	172,439 +9,949	+6%	+$1.8M	3.8%	4
2025 Q2	$29.2M	Buy	162,490 +11,313	+7%	+$1.91M	3.86%	4
2025 Q1	$26.1M	Buy	151,177 +39,928	+36%	+$6.96M	3.95%	4
2024 Q4	$18.8M	Buy	111,249 +10,015	+10%	+$1.76M	2.95%	5
2024 Q3	$17.7M	Buy	101,234 +8,654	+9%	+$1.45M	3.07%	5
2024 Q2	$14.9M	Buy	92,580 +9,097	+11%	+$1.45M	2.98%	6
2024 Q1	$13.6M	Buy	83,483 +4,598	+6%	+$709K	3.12%	5
2023 Q4	$11.8M	Buy	78,885 +6,562	+9%	+$923K	3.05%	6
2023 Q3	$9.98M	Buy	72,323 +332	+0.5%	+$47.6K	2.96%	7
2023 Q2	$10.2M	Buy	71,991 +19,491	+37%	+$2.71M	3.01%	8
2023 Q1	$7.25M	Buy	+52,500	New	+$7.37M	2.39%	10

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Goldstone Financial Group's VTV Position: Q1 2026 in Review

Goldstone Financial Group increased its Vanguard Value ETF (VTV) stake by 6.6% in Q1 2026, buying an estimated $2.37M and bringing the position to 192,544 shares worth $37.8M. The position accounts for 4.1% of the portfolio, ranked #3.

Goldstone Financial Group first reported a position in VTV in Q1 2023 and has held it in 13 quarters since. 2,697 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

Goldstone Financial Group held 192,544 shares of Vanguard Value ETF worth $37.8M as of Q1 2026.
Goldstone Financial Group bought 11,859 Vanguard Value ETF shares in Q1 2026, an estimated $2.37M.
Vanguard Value ETF made up 4.1% of Goldstone Financial Group's portfolio in Q1 2026, its #3 holding.
Goldstone Financial Group first reported a position in Vanguard Value ETF in Q1 2023 and has held it in 13 quarters since.
2,697 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.