MKD Wealth Coaches’s Vanguard Value ETF VTV Stock Holding History

MKD Wealth Coaches’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	$396K	Sell	1,815 -316	-15%	-$66K	0.34%	17
2026 Q1	$418K	Hold	2,131	–	–	0.41%	17
2025 Q4	$407K	Hold	2,131	–	–	0.41%	17
2025 Q3	$397K	Hold	2,131	–	–	0.4%	17
2025 Q2	$377K	Hold	2,131	–	–	0.4%	16
2025 Q1	$368K	Hold	2,131	–	–	0.42%	16
2024 Q4	$361K	Buy	+2,131	New	+$374K	0.37%	19
2021 Q4	$313K	Hold	2,131	–	–	0.43%	18
2021 Q3	$288K	Hold	2,131	–	–	0.45%	16
2021 Q2	$293K	Hold	2,131	–	–	0.47%	15
2021 Q1	$280K	Hold	2,131	–	–	0.48%	15
2020 Q4	$254K	Hold	2,131	–	–	0.41%	19
2020 Q3	$223K	Hold	2,131	–	–	0.32%	29
2020 Q2	$212K	Buy	+2,131	New	+$209K	0.27%	30
2019 Q3	–	Sell	-500	Closed	-$55K	–	203
2019 Q2	$55K	Hold	500	–	–	0.05%	84
2019 Q1	$54K	Hold	500	–	–	0.05%	80
2018 Q4	$49K	Buy	+500	New	+$52.6K	0.06%	82

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

MKD Wealth Coaches's VTV Position: Q2 2026 in Review

MKD Wealth Coaches reduced its Vanguard Value ETF (VTV) stake by 15% in Q2 2026, selling an estimated $66K and leaving 1,815 shares worth $396K. The position accounts for 0.34% of the portfolio, ranked #17.

MKD Wealth Coaches first reported a position in VTV in Q4 2018 and has held it in 17 quarters since. The position peaked at $418K in Q1 2026. 828 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

MKD Wealth Coaches held 1,815 shares of Vanguard Value ETF worth $396K as of Q2 2026.
MKD Wealth Coaches sold 316 Vanguard Value ETF shares in Q2 2026, an estimated $66K.
Vanguard Value ETF made up 0.34% of MKD Wealth Coaches's portfolio in Q2 2026, its #17 holding.
MKD Wealth Coaches first reported a position in Vanguard Value ETF in Q4 2018 and has held it in 17 quarters since.
MKD Wealth Coaches's Vanguard Value ETF position peaked at $418K in Q1 2026.
828 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on MKD Wealth Coaches's 13F filing for Q2 2026, filed 14 Jul 2026.