Ritter Daniher Financial Advisory’s Vanguard Value ETF VTV Stock Holding History

Ritter Daniher Financial Advisory’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	$4.93M	Sell	22,632 -575	-2%	-$120K	0.75%	23
2026 Q1	$4.55M	Sell	23,207 -45	-0.2%	-$9.01K	0.77%	23
2025 Q4	$4.44M	Sell	23,252 -689	-3%	-$130K	0.74%	26
2025 Q3	$4.46M	Buy	23,941 +23,443	+4,707%	+$4.24M	0.79%	27
2025 Q2	$88K	Hold	498	–	–	0.02%	134
2025 Q1	$86K	Hold	498	–	–	0.02%	119
2024 Q4	$84.3K	Hold	498	–	–	0.02%	127
2024 Q3	$86.9K	Buy	498 +249	+100%	+$41.7K	0.03%	119
2024 Q2	$39.9K	Buy	+249	New	+$39.8K	0.01%	167
2023 Q3	–	Sell	-51	Closed	-$7.25K	–	384
2023 Q2	$7.25K	Buy	+51	New	+$7.08K	﹤0.01%	235

Other funds holding VTV

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Ritter Daniher Financial Advisory's VTV Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Vanguard Value ETF (VTV) stake by 2.5% in Q2 2026, selling an estimated $120K and leaving 22,632 shares worth $4.93M. The position accounts for 0.75% of the portfolio, ranked #23.

Ritter Daniher Financial Advisory first reported a position in VTV in Q2 2023 and has held it in 10 quarters since. 560 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Ritter Daniher Financial Advisory held 22,632 shares of Vanguard Value ETF worth $4.93M as of Q2 2026.
Ritter Daniher Financial Advisory sold 575 Vanguard Value ETF shares in Q2 2026, an estimated $120K.
Vanguard Value ETF made up 0.75% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #23 holding.
Ritter Daniher Financial Advisory first reported a position in Vanguard Value ETF in Q2 2023 and has held it in 10 quarters since.
560 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.