Kingsman Wealth Management’s Vanguard Value ETF VTV Stock Holding History

Kingsman Wealth Management’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	$479K	Buy	2,196 +11	+0.5%	+$2.3K	0.22%	51
2026 Q1	$429K	Buy	2,185 +12	+0.6%	+$2.4K	0.24%	46
2025 Q4	$415K	Buy	2,173 +22	+1%	+$4.14K	0.22%	46
2025 Q3	$401K	Sell	2,151 -401	-16%	-$72.6K	0.22%	50
2025 Q2	$451K	Buy	2,552 +19	+0.8%	+$3.21K	0.28%	41
2025 Q1	$438K	Buy	+2,533	New	+$442K	0.32%	42

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

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

Kingsman Wealth Management's VTV Position: Q2 2026 in Review

Kingsman Wealth Management increased its Vanguard Value ETF (VTV) stake by 0.5% in Q2 2026, buying an estimated $2.3K and bringing the position to 2,196 shares worth $479K. The position accounts for 0.22% of the portfolio, ranked #51.

Kingsman Wealth Management first reported a position in VTV in Q1 2025 and has held it in 6 quarters since. 1,049 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Kingsman Wealth Management held 2,196 shares of Vanguard Value ETF worth $479K as of Q2 2026.
Kingsman Wealth Management bought 11 Vanguard Value ETF shares in Q2 2026, an estimated $2.3K.
Vanguard Value ETF made up 0.22% of Kingsman Wealth Management's portfolio in Q2 2026, its #51 holding.
Kingsman Wealth Management first reported a position in Vanguard Value ETF in Q1 2025 and has held it in 6 quarters since.
1,049 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on Kingsman Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.