HHM Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$270K Buy
1,237
+10
+0.8% +$2.09K 0.03% 179
2026
Q1
$241K Sell
1,227
-984
-45% -$197K 0.03% 173
2025
Q4
$422K Buy
2,211
+139
+7% +$26.1K 0.05% 123
2025
Q3
$386K Buy
2,072
+264
+15% +$47.8K 0.04% 135
2025
Q2
$320K Buy
1,808
+1,148
+174% +$194K 0.04% 154
2025
Q1
$114K Buy
660
+406
+160% +$70.8K 0.02% 253
2024
Q4
$43K Buy
254
+6
+2% +$1.05K 0.01% 386
2024
Q3
$43.3K Hold
248
0.01% 361
2024
Q2
$39.8K Hold
248
0.01% 369
2024
Q1
$40.4K Hold
248
0.01% 327
2023
Q4
$37.1K Hold
248
0.01% 329
2023
Q3
$34.2K Hold
248
0.01% 325
2023
Q2
$35.2K Hold
248
0.01% 336
2023
Q1
$34.3K Hold
248
0.01% 322
2022
Q4
$34.8K Hold
248
0.01% 286
2022
Q3
$31K Hold
248
0.01% 296
2022
Q2
$33K Hold
248
0.01% 340
2022
Q1
$37K Hold
248
0.01% 352
2021
Q4
$36K Hold
248
0.01% 349
2021
Q3
$34K Hold
248
0.01% 347
2021
Q2
$34K Hold
248
0.01% 342
2021
Q1
$33K Buy
+248
New +$31.1K 0.01% 330

Other funds holding VTV

HHM Wealth Advisors's VTV Position: Q2 2026 in Review

HHM Wealth Advisors increased its Vanguard Value ETF (VTV) stake by 0.81% in Q2 2026, buying an estimated $2.09K and bringing the position to 1,237 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #179.

HHM Wealth Advisors first reported a position in VTV in Q1 2021 and has held it in 22 quarters since. The position peaked at $422K in Q4 2025. 1,060 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • HHM Wealth Advisors held 1,237 shares of Vanguard Value ETF worth $270K as of Q2 2026.
  • HHM Wealth Advisors bought 10 Vanguard Value ETF shares in Q2 2026, an estimated $2.09K.
  • Vanguard Value ETF made up 0.03% of HHM Wealth Advisors's portfolio in Q2 2026, its #179 holding.
  • HHM Wealth Advisors first reported a position in Vanguard Value ETF in Q1 2021 and has held it in 22 quarters since.
  • HHM Wealth Advisors's Vanguard Value ETF position peaked at $422K in Q4 2025.
  • 1,060 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

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