Hidden Cove Wealth Management’s Vanguard Value ETF VTV Stock Holding History

Hidden Cove 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	$839K	Buy	3,852 +4	+0.1%	+$835	0.46%	43
2026 Q1	$755K	Sell	3,848 -61	-2%	-$12.2K	0.49%	40
2025 Q4	$747K	Sell	3,909 -1,438	-27%	-$270K	0.48%	33
2025 Q3	$997K	Sell	5,347 -650	-11%	-$118K	0.66%	26
2025 Q2	$1.06M	Sell	5,997 -43	-0.7%	-$7.26K	0.77%	23
2025 Q1	$1.04M	Sell	6,040 -53	-0.9%	-$9.24K	0.83%	19
2024 Q4	$1.03M	Buy	+6,093	New	+$1.07M	0.84%	18

Other funds holding VTV

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

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Hidden Cove Wealth Management's VTV Position: Q2 2026 in Review

Hidden Cove Wealth Management increased its Vanguard Value ETF (VTV) stake by 0.1% in Q2 2026, buying an estimated $835 and bringing the position to 3,852 shares worth $839K. The position accounts for 0.46% of the portfolio, ranked #43.

Hidden Cove Wealth Management first reported a position in VTV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q2 2025. 828 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Hidden Cove Wealth Management held 3,852 shares of Vanguard Value ETF worth $839K as of Q2 2026.
Hidden Cove Wealth Management bought 4 Vanguard Value ETF shares in Q2 2026, an estimated $835.
Vanguard Value ETF made up 0.46% of Hidden Cove Wealth Management's portfolio in Q2 2026, its #43 holding.
Hidden Cove Wealth Management first reported a position in Vanguard Value ETF in Q4 2024 and has held it in 7 quarters since.
Hidden Cove Wealth Management's Vanguard Value ETF position peaked at $1.06M in Q2 2025.
828 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.