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IFP Advisors’s Vanguard Value ETF VTV Stock Holding History

IFP 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 		$12.6M Sell
57,979
-11,108
-16% -$2.32M 0.23% 95
2026
Q1 		$13.6M Buy
69,087
+211
+0.3% +$42.2K 0.28% 75
2025
Q4 		$13.2M Sell
68,876
-5,804
-8% -$1.09M 0.3% 69
2025
Q3 		$13.9M Sell
74,680
-41,757
-36% -$7.56M 0.36% 51
2025
Q2 		$20.6M Buy
116,437
+58,278
+100% +$9.84M 0.59% 29
2025
Q1 		$10M Buy
58,159
+6,250
+12% +$1.09M 0.31% 63
2024
Q4 		$8.79M Buy
51,909
+4,082
+9% +$716K 0.29% 65
2024
Q3 		$8.35M Sell
47,827
-3,587
-7% -$601K 0.3% 68
2024
Q2 		$8.25M Sell
51,414
-81,559
-61% -$13M 0.33% 62
2024
Q1 		$21.7M Buy
132,973
+86,008
+183% +$13.3M 0.95% 12
2023
Q4 		$7.02M Buy
46,965
+9,408
+25% +$1.32M 0.33% 69
2023
Q3 		$5.18M Sell
37,557
-909
-2% -$130K 0.23% 90
2023
Q2 		$5.47M Sell
38,466
-1,364
-3% -$189K 0.23% 91
2023
Q1 		$2.32M Sell
39,830
-109,721
-73% -$15.4M 0.1% 204
2022
Q4 		$8.77M Buy
149,551
+13,845
+10% +$1.91M 0.23% 88
2022
Q3 		$7.99M Buy
135,706
+3,620
+3% +$489K 0.21% 97
2022
Q2 		$7.75M Hold
132,086
– – 0.25% 91
2022
Q1 		$7.75M Buy
132,086
+102,248
+343% +$14.9M 0.25% 91
2021
Q4 		$4.39M Sell
29,838
-1,975
-6% -$282K 0.09% 137
2021
Q3 		$4.31M Sell
31,813
-5,099
-14% -$710K 0.09% 134
2021
Q2 		$5.07M Buy
36,912
+6,847
+23% +$941K 0.1% 112
2021
Q1 		$3.94M Sell
30,065
-1,305
-4% -$164K 0.08% 125
2020
Q4 		$3.73M Buy
31,370
+6,336
+25% +$712K 0.15% 108
2020
Q3 		$2.62M Buy
25,034
+1,153
+5% +$121K 0.16% 132
2020
Q2 		$2.35M Sell
23,881
-2,652
-10% -$260K 0.19% 119
2020
Q1 		$2.4M Buy
26,533
+3,861
+17% +$424K 0.24% 92
2019
Q4 		$2.73M Sell
22,672
-12,329
-35% -$1.42M 0.2% 116
2019
Q3 		$3.9M Buy
+35,001
New +$3.87M 0.26% 88
2019
Q1 		$2.06M Sell
19,163
-92,123
-83% -$9.7M 0.28% 84
2018
Q4 		$10.8M Sell
111,286
-11,739
-10% -$1.23M 0.66% 17
2018
Q3 		$13.6M Sell
123,025
-10,222
-8% -$1.12M 0.56% 24
2018
Q2 		$13.8M Sell
133,247
-10,700
-7% -$1.12M 0.58% 19
2018
Q1 		$15.3M Hold
143,947
– – 0.69% 16
2017
Q4 		$15.3M Sell
143,947
-1,232
-0.8% -$127K 0.69% 16
2017
Q3 		$14.5M Buy
145,179
+16,458
+13% +$1.61M 0.58% 26
2017
Q2 		$12.4M Buy
128,721
+3,494
+3% +$334K 0.53% 28
2017
Q1 		$11.9M Sell
125,227
-8,687
-6% -$827K 0.52% 28
2016
Q4 		$12.5M Buy
133,914
+16,869
+14% +$1.51M 0.6% 22
2016
Q3 		$10.2M Buy
117,045
+13,303
+13% +$1.16M 0.53% 28
2016
Q2 		$8.82M Buy
103,742
+84,579
+441% +$7.07M 0.49% 33
2016
Q1 		$2.06M Sell
19,163
-63,466
-77% -$4.98M 0.28% 84
2015
Q4 		$6.74M Buy
+82,629
New +$6.77M 0.45% 43

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
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

IFP Advisors's VTV Position: Q2 2026 in Review

IFP Advisors reduced its Vanguard Value ETF (VTV) stake by 16% in Q2 2026, selling an estimated $2.32M and leaving 57,979 shares worth $12.6M. The position accounts for 0.23% of the portfolio, ranked #95.

IFP Advisors first reported a position in VTV in Q4 2015 and has held it in 42 quarters since. The position peaked at $21.7M in Q1 2024. 941 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • IFP Advisors held 57,979 shares of Vanguard Value ETF worth $12.6M as of Q2 2026.
  • IFP Advisors sold 11,108 Vanguard Value ETF shares in Q2 2026, an estimated $2.32M.
  • Vanguard Value ETF made up 0.23% of IFP Advisors's portfolio in Q2 2026, its #95 holding.
  • IFP Advisors first reported a position in Vanguard Value ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Vanguard Value ETF position peaked at $21.7M in Q1 2024.
  • 941 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.