Great Waters Wealth Management’s Vanguard Value ETF VTV Stock Holding History

Great Waters Wealth Management’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	$316K	Buy	1,448 +42	+3%	+$8.77K	0.03%	104
2026 Q1	$276K	Buy	1,406 +2	+0.1%	+$400	0.03%	99
2025 Q4	$268K	Buy	+1,404	New	+$264K	0.03%	99

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Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return