Longview Financial Advisors’s Vanguard Value ETF VTV Stock Holding History

Longview Financial 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	$1.12M	Buy	5,158 +1	+0%	+$209	0.66%	26
2026 Q1	$1.01M	Hold	5,157	–	–	0.62%	27
2025 Q4	$985K	Buy	5,157 +2	+0%	+$376	0.67%	27
2025 Q3	$962K	Hold	5,155	–	–	0.69%	26
2025 Q2	$911K	Sell	5,155 -963	-16%	-$163K	0.77%	24
2025 Q1	$1.06M	Sell	6,118 -781	-11%	-$136K	0.91%	21
2024 Q4	$1.17M	Sell	6,899 -69	-1%	-$12.1K	0.92%	20
2024 Q3	$1.22M	Buy	6,968 +1	+0%	+$167	0.89%	21
2024 Q2	$1.12M	Buy	6,967 +47	+0.7%	+$7.51K	0.85%	21
2024 Q1	$1.13M	Sell	6,920 -714	-9%	-$110K	0.85%	20
2023 Q4	$1.14M	Buy	+7,634	New	+$1.07M	0.92%	19

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

Longview Financial Advisors's VTV Position: Q2 2026 in Review

Longview Financial Advisors increased its Vanguard Value ETF (VTV) stake by 0.02% in Q2 2026, buying an estimated $209 and bringing the position to 5,158 shares worth $1.12M. The position accounts for 0.66% of the portfolio, ranked #26.

Longview Financial Advisors first reported a position in VTV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.22M in Q3 2024. 639 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Longview Financial Advisors held 5,158 shares of Vanguard Value ETF worth $1.12M as of Q2 2026.
Longview Financial Advisors bought 1 Vanguard Value ETF share in Q2 2026, an estimated $209.
Vanguard Value ETF made up 0.66% of Longview Financial Advisors's portfolio in Q2 2026, its #26 holding.
Longview Financial Advisors first reported a position in Vanguard Value ETF in Q4 2023 and has held it in 11 quarters since.
Longview Financial Advisors's Vanguard Value ETF position peaked at $1.22M in Q3 2024.
639 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.