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

Moulton 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	$581K	Buy	+2,664	New	+$556K	0.38%	52
2025 Q1	–	Sell	-2,782	Closed	-$471K	–	45
2024 Q4	$471K	Buy	2,782 +558	+25%	+$97.9K	0.36%	36
2024 Q3	$388K	Buy	+2,224	New	+$372K	0.32%	34
2022 Q1	–	Sell	-21,493	Closed	-$3.22M	–	22
2021 Q4	$3.22M	Sell	21,493 -531	-2%	-$75.8K	2.35%	14
2021 Q3	$3.02M	Buy	22,024 +13,309	+153%	+$1.85M	2.25%	15
2021 Q2	$1.2M	Buy	8,715 +3,860	+80%	+$530K	0.87%	26
2021 Q1	$646K	Buy	+4,855	New	+$609K	0.49%	27

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

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

Moulton Wealth Management opened a new position in Vanguard Value ETF (VTV) in Q2 2026: 2,664 shares worth $581K. The stake represents 0.38% of the portfolio and ranks #52 among its holdings. This is a return to the name: Moulton Wealth Management previously reported a position in VTV as recently as Q4 2024.

Moulton Wealth Management first reported a position in VTV in Q1 2021 and has held it in 7 quarters since. The position peaked at $3.22M in Q4 2021. 768 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Moulton Wealth Management held 2,664 shares of Vanguard Value ETF worth $581K as of Q2 2026.
Vanguard Value ETF was a new Moulton Wealth Management position in Q2 2026.
Vanguard Value ETF made up 0.38% of Moulton Wealth Management's portfolio in Q2 2026, its #52 holding.
Moulton Wealth Management first reported a position in Vanguard Value ETF in Q1 2021 and has held it in 7 quarters since.
Moulton Wealth Management's Vanguard Value ETF position peaked at $3.22M in Q4 2021.
768 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.