CWMGI
VTV icon

Capstone Wealth Management Group, Inc.’s Vanguard Value ETF VTV Stock Holding History

Capstone Wealth Management Group, Inc.’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 		$1.32M Buy
+6,035
New +$1.26M 0.79% 34

Other funds holding VTV

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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

Capstone Wealth Management Group, Inc.'s VTV Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in Vanguard Value ETF (VTV) in Q2 2026: 6,035 shares worth $1.32M. The stake represents 0.79% of the portfolio and ranks #34 among its holdings.

1,274 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Capstone Wealth Management Group, Inc. held 6,035 shares of Vanguard Value ETF worth $1.32M as of Q2 2026.
  • Vanguard Value ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
  • Vanguard Value ETF made up 0.79% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #34 holding.
  • 1,274 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.