Kings Path Partners’s Vanguard Value ETF VTV Stock Holding History

Kings Path Partners’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	$157K	Buy	719 +91	+14%	+$19K	0.04%	129
2026 Q1	$120K	Hold	628	–	–	0.04%	127
2025 Q4	$120K	Buy	628 +6	+1%	+$1.13K	0.04%	127
2025 Q3	$116K	Buy	622 +3	+0.5%	+$543	0.04%	121
2025 Q2	$109K	Hold	619	–	–	0.04%	115
2025 Q1	$107K	Buy	619 +4	+0.7%	+$698	0.05%	116
2024 Q4	$104K	Hold	615	–	–	0.04%	140
2024 Q3	$107K	Buy	+615	New	+$103K	0.05%	138

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

Kings Path Partners's VTV Position: Q2 2026 in Review

Kings Path Partners increased its Vanguard Value ETF (VTV) stake by 14% in Q2 2026, buying an estimated $19K and bringing the position to 719 shares worth $157K. The position accounts for 0.04% of the portfolio, ranked #129.

Kings Path Partners first reported a position in VTV in Q3 2024 and has held it in 8 quarters since. 725 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Kings Path Partners held 719 shares of Vanguard Value ETF worth $157K as of Q2 2026.
Kings Path Partners bought 91 Vanguard Value ETF shares in Q2 2026, an estimated $19K.
Vanguard Value ETF made up 0.04% of Kings Path Partners's portfolio in Q2 2026, its #129 holding.
Kings Path Partners first reported a position in Vanguard Value ETF in Q3 2024 and has held it in 8 quarters since.
725 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.