MWS
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MFA Wealth Services’s Vanguard Value ETF VTV Stock Holding History

MFA Wealth Services’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 		$230K Buy
1,057
+5
+0.5% +$1.04K 0.14% 122
2026
Q1 		$206K Buy
+1,052
New +$211K 0.14% 119

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
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
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

MFA Wealth Services's VTV Position: Q2 2026 in Review

MFA Wealth Services increased its Vanguard Value ETF (VTV) stake by 0.48% in Q2 2026, buying an estimated $1.04K and bringing the position to 1,057 shares worth $230K. The position accounts for 0.14% of the portfolio, ranked #122.

MFA Wealth Services first reported a position in VTV in Q1 2026 and has held it in 2 quarters since. 828 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • MFA Wealth Services held 1,057 shares of Vanguard Value ETF worth $230K as of Q2 2026.
  • MFA Wealth Services bought 5 Vanguard Value ETF shares in Q2 2026, an estimated $1.04K.
  • Vanguard Value ETF made up 0.14% of MFA Wealth Services's portfolio in Q2 2026, its #122 holding.
  • MFA Wealth Services first reported a position in Vanguard Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 828 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

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