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

IVC 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 		$518K Buy
+2,375
New +$496K 0.2% 91
2023
Q1 		– Sell
-30,592
Closed -$3.78K – 159
2022
Q4 		$3.78K Buy
+30,592
New +$4.21M ﹤0.01% 151

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

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

IVC Wealth Advisors opened a new position in Vanguard Value ETF (VTV) in Q2 2026: 2,375 shares worth $518K. The stake represents 0.2% of the portfolio and ranks #91 among its holdings. This is a return to the name: IVC Wealth Advisors previously reported a position in VTV as recently as Q4 2022.

IVC Wealth Advisors first reported a position in VTV in Q4 2022 and has held it in 2 quarters since. 1,051 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • IVC Wealth Advisors held 2,375 shares of Vanguard Value ETF worth $518K as of Q2 2026.
  • Vanguard Value ETF was a new IVC Wealth Advisors position in Q2 2026.
  • Vanguard Value ETF made up 0.2% of IVC Wealth Advisors's portfolio in Q2 2026, its #91 holding.
  • IVC Wealth Advisors first reported a position in Vanguard Value ETF in Q4 2022 and has held it in 2 quarters since.
  • 1,051 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.