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

HHM 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	$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

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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

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

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.