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Independent Wealth Network’s Vanguard Value ETF VTV Stock Holding History

Independent Wealth Network’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 		$958K Buy
4,395
+740
+20% +$155K 0.24% 109
2026
Q1 		$717K Buy
3,655
+97
+3% +$19.4K 0.21% 122
2025
Q4 		$679K Buy
3,558
+276
+8% +$51.9K 0.21% 116
2025
Q3 		$612K Sell
3,282
-113
-3% -$20.5K 0.2% 124
2025
Q2 		$600K Buy
3,395
+1,236
+57% +$209K 0.22% 118
2025
Q1 		$373K Buy
2,159
+112
+5% +$19.5K 0.15% 159
2024
Q4 		$347K Buy
2,047
+34
+2% +$5.97K 0.14% 159
2024
Q3 		$351K Sell
2,013
-13
-0.6% -$2.18K 0.16% 148
2024
Q2 		$325K Sell
2,026
-137
-6% -$21.9K 0.15% 156
2024
Q1 		$352K Buy
2,163
+63
+3% +$9.71K 0.17% 150
2023
Q4 		$314K Buy
2,100
+46
+2% +$6.47K 0.17% 147
2023
Q3 		$283K Sell
2,054
-210
-9% -$30.1K 0.17% 144
2023
Q2 		$322K Sell
2,264
-117
-5% -$16.3K 0.19% 136
2023
Q1 		$329K Buy
2,381
+108
+5% +$15.2K 0.21% 118
2022
Q4 		$319K Buy
2,273
+121
+6% +$16.7K 0.22% 118
2022
Q3 		$266K Buy
2,152
+74
+4% +$10K 0.21% 128
2022
Q2 		$274K Sell
2,078
-17
-0.8% -$2.4K 0.2% 132
2022
Q1 		$310K Buy
2,095
+167
+9% +$24.4K 0.2% 138
2021
Q4 		$284K Buy
1,928
+20
+1% +$2.86K 0.17% 143
2021
Q3 		$276K Buy
+1,908
New +$266K 0.18% 144

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
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

Independent Wealth Network's VTV Position: Q2 2026 in Review

Independent Wealth Network increased its Vanguard Value ETF (VTV) stake by 20% in Q2 2026, buying an estimated $155K and bringing the position to 4,395 shares worth $958K. The position accounts for 0.24% of the portfolio, ranked #109.

Independent Wealth Network first reported a position in VTV in Q3 2021 and has held it in 20 quarters since. 1,049 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Independent Wealth Network held 4,395 shares of Vanguard Value ETF worth $958K as of Q2 2026.
  • Independent Wealth Network bought 740 Vanguard Value ETF shares in Q2 2026, an estimated $155K.
  • Vanguard Value ETF made up 0.24% of Independent Wealth Network's portfolio in Q2 2026, its #109 holding.
  • Independent Wealth Network first reported a position in Vanguard Value ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,049 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.