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Precedent Wealth Partners’s Vanguard Value ETF VTV Stock Holding History

Precedent Wealth Partners’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 		$1.14M Buy
5,232
+1,439
+38% +$300K 0.19% 109
2026
Q1 		$744K Sell
3,793
-8,686
-70% -$1.74M 0.15% 114
2025
Q4 		$2.38M Buy
+12,479
New +$2.35M 0.5% 64

Other funds holding VTV

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
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

Precedent Wealth Partners's VTV Position: Q2 2026 in Review

Precedent Wealth Partners increased its Vanguard Value ETF (VTV) stake by 38% in Q2 2026, buying an estimated $300K and bringing the position to 5,232 shares worth $1.14M. The position accounts for 0.19% of the portfolio, ranked #109.

Precedent Wealth Partners first reported a position in VTV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.38M in Q4 2025. 1,049 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Precedent Wealth Partners held 5,232 shares of Vanguard Value ETF worth $1.14M as of Q2 2026.
  • Precedent Wealth Partners bought 1,439 Vanguard Value ETF shares in Q2 2026, an estimated $300K.
  • Vanguard Value ETF made up 0.19% of Precedent Wealth Partners's portfolio in Q2 2026, its #109 holding.
  • Precedent Wealth Partners first reported a position in Vanguard Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Precedent Wealth Partners's Vanguard Value ETF position peaked at $2.38M in Q4 2025.
  • 1,049 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.