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Great Point Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History

Great Point Wealth 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 		$226K Buy
+1,037
New +$217K 0.04% 68
2025
Q1 		$338K Hold
1,955
– – 0.07% 49
2024
Q4 		$331K Buy
+1,955
New +$343K 0.07% 50

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Great Point Wealth Advisors's VTV Position: Q2 2026 in Review

Great Point Wealth Advisors opened a new position in Vanguard Value ETF (VTV) in Q2 2026: 1,037 shares worth $226K. The stake represents 0.04% of the portfolio and ranks #68 among its holdings. This is a return to the name: Great Point Wealth Advisors previously reported a position in VTV as recently as Q1 2025.

Great Point Wealth Advisors first reported a position in VTV in Q4 2024 and has held it in 3 quarters since. The position peaked at $338K in Q1 2025. 1,106 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Great Point Wealth Advisors held 1,037 shares of Vanguard Value ETF worth $226K as of Q2 2026.
  • Vanguard Value ETF was a new Great Point Wealth Advisors position in Q2 2026.
  • Vanguard Value ETF made up 0.04% of Great Point Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • Great Point Wealth Advisors first reported a position in Vanguard Value ETF in Q4 2024 and has held it in 3 quarters since.
  • Great Point Wealth Advisors's Vanguard Value ETF position peaked at $338K in Q1 2025.
  • 1,106 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.