PWA
VTV icon

Physician Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History

Physician Wealth 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 		$113K Sell
517
-1
-0.2% -$209 0.01% 294
2026
Q1 		$102K Buy
518
+73
+16% +$14.6K 0.01% 276
2025
Q4 		$85K Sell
445
-1
-0.2% -$188 0.01% 298
2025
Q3 		$83.2K Sell
446
-816
-65% -$148K 0.01% 298
2025
Q2 		$223K Sell
1,262
-74
-6% -$12.5K 0.04% 167
2025
Q1 		$231K Sell
1,336
-977
-42% -$170K 0.04% 158
2024
Q4 		$392K Buy
2,313
+730
+46% +$128K 0.07% 115
2024
Q3 		$279K Sell
1,583
-85
-5% -$14.2K 0.05% 144
2024
Q2 		$279K Buy
1,668
+7
+0.4% +$1.12K 0.05% 132
2024
Q1 		$257K Buy
1,661
+104
+7% +$16K 0.05% 137
2023
Q4 		$233K Sell
1,557
-11,336
-88% -$1.59M 0.05% 143
2023
Q3 		$1.77M Buy
12,893
+395
+3% +$56.6K 0.46% 35
2023
Q2 		$1.78M Buy
12,498
+84
+0.7% +$11.7K 0.44% 33
2023
Q1 		$1.75M Buy
12,414
+147
+1% +$20.6K 0.46% 33
2022
Q4 		$1.75M Buy
12,267
+1,538
+14% +$212K 0.47% 33
2022
Q3 		$1.4M Buy
10,729
+584
+6% +$78.9K 0.43% 38
2022
Q2 		$1.4M Buy
10,145
+536
+6% +$75.6K 0.41% 40
2022
Q1 		$1.4M Buy
+9,609
New +$1.4M 0.37% 47

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

Physician Wealth Advisors's VTV Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Vanguard Value ETF (VTV) stake by 0.19% in Q2 2026, selling an estimated $209 and leaving 517 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #294.

Physician Wealth Advisors first reported a position in VTV in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.78M in Q2 2023. 639 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Physician Wealth Advisors held 517 shares of Vanguard Value ETF worth $113K as of Q2 2026.
  • Physician Wealth Advisors sold 1 Vanguard Value ETF share in Q2 2026, an estimated $209.
  • Vanguard Value ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #294 holding.
  • Physician Wealth Advisors first reported a position in Vanguard Value ETF in Q1 2022 and has held it in 18 quarters since.
  • Physician Wealth Advisors's Vanguard Value ETF position peaked at $1.78M in Q2 2023.
  • 639 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.