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HFM Investment Advisors’s Vanguard Value ETF VTV Stock Holding History

HFM Investment 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
Q1 		$7.81K Hold
40
– – ﹤0.01% 131
2025
Q4 		$7.6K Hold
40
– – ﹤0.01% 142
2025
Q3 		$7.42K Sell
40
-1
-2% -$181 ﹤0.01% 102
2025
Q2 		$7.21K Hold
41
– – ﹤0.01% 101
2025
Q1 		$7.07K Buy
+41
New +$7.15K ﹤0.01% 92

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

HFM Investment Advisors's VTV Position: Q1 2026 in Review

HFM Investment Advisors held its Vanguard Value ETF (VTV) position steady in Q1 2026 at 40 shares worth $7.81K. The position accounts for ﹤0.01% of the portfolio, ranked #131.

HFM Investment Advisors first reported a position in VTV in Q1 2025 and has held it in 5 quarters since. 2,698 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • HFM Investment Advisors held 40 shares of Vanguard Value ETF worth $7.81K as of Q1 2026.
  • HFM Investment Advisors left its Vanguard Value ETF share count unchanged in Q1 2026.
  • Vanguard Value ETF made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #131 holding.
  • HFM Investment Advisors first reported a position in Vanguard Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 2,698 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.