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Graves Light Lenhart Wealth’s Vanguard Value ETF VTV Stock Holding History

Graves Light Lenhart Wealth’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 		$298K Buy
+1,369
New +$286K 0.03% 166
2024
Q3 		– Sell
-1,735
Closed -$277K – 195
2024
Q2 		$277K Sell
1,735
-88
-5% -$14.1K 0.03% 154
2024
Q1 		$297K Buy
1,823
+5
+0.3% +$771 0.03% 151
2023
Q4 		$272K Sell
1,818
-1,882
-51% -$265K 0.03% 154
2023
Q3 		$503K Buy
3,700
+12
+0.3% +$1.72K 0.07% 102
2023
Q2 		$524K Buy
3,688
+12
+0.3% +$1.67K 0.07% 108
2023
Q1 		$508K Sell
3,676
-1,065
-22% -$149K 0.08% 102
2022
Q4 		$665K Buy
4,741
+1,239
+35% +$171K 0.1% 97
2022
Q3 		$432K Buy
3,502
+12
+0.3% +$1.62K 0.07% 112
2022
Q2 		$460K Buy
3,490
+49
+1% +$6.91K 0.07% 115
2022
Q1 		$509K Sell
3,441
-259
-7% -$37.8K 0.07% 111
2021
Q4 		$544K Buy
3,700
+1,025
+38% +$146K 0.08% 111
2021
Q3 		$362K Buy
2,675
+257
+11% +$35.8K 0.06% 126
2021
Q2 		$332K Buy
2,418
+10
+0.4% +$1.37K 0.05% 131
2021
Q1 		$317K Buy
2,408
+9
+0.4% +$1.13K 0.05% 138
2020
Q4 		$285K Buy
2,399
+401
+20% +$45.1K 0.05% 135
2020
Q3 		$209K Buy
+1,998
New +$209K 0.05% 153

Other funds holding VTV

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Graves Light Lenhart Wealth's VTV Position: Q2 2026 in Review

Graves Light Lenhart Wealth opened a new position in Vanguard Value ETF (VTV) in Q2 2026: 1,369 shares worth $298K. The stake represents 0.03% of the portfolio and ranks #166 among its holdings. This is a return to the name: Graves Light Lenhart Wealth previously reported a position in VTV as recently as Q2 2024.

Graves Light Lenhart Wealth first reported a position in VTV in Q3 2020 and has held it in 17 quarters since. The position peaked at $665K in Q4 2022. 560 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Graves Light Lenhart Wealth held 1,369 shares of Vanguard Value ETF worth $298K as of Q2 2026.
  • Vanguard Value ETF was a new Graves Light Lenhart Wealth position in Q2 2026.
  • Vanguard Value ETF made up 0.03% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #166 holding.
  • Graves Light Lenhart Wealth first reported a position in Vanguard Value ETF in Q3 2020 and has held it in 17 quarters since.
  • Graves Light Lenhart Wealth's Vanguard Value ETF position peaked at $665K in Q4 2022.
  • 560 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.