Riversedge Advisors’s Vanguard Value ETF VTV Stock Holding History

Riversedge 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	$86.4M	Buy	396,548 +21,512	+6%	+$4.49M	11.38%	1
2026 Q1	$73.6M	Buy	375,036 +319,174	+571%	+$63.9M	11.91%	1
2025 Q4	$10.7M	Buy	55,862 +872	+2%	+$164K	1.73%	15
2025 Q3	$10.3M	Buy	54,990 +4,830	+10%	+$875K	1.72%	17
2025 Q2	$8.87M	Buy	50,160 +16,040	+47%	+$2.71M	1.73%	16
2025 Q1	$5.89M	Buy	34,120 +3,175	+10%	+$554K	1.31%	19
2024 Q4	$5.24M	Buy	30,945 +125	+0.4%	+$21.9K	1.18%	22
2024 Q3	$5.38M	Buy	30,820 +306	+1%	+$51.2K	1.22%	21
2024 Q2	$4.89M	Sell	30,514 -2,498	-8%	-$399K	1.19%	22
2024 Q1	$5.38M	Buy	33,012 +175	+0.5%	+$27K	1.33%	18
2023 Q4	$4.91M	Buy	32,837 +1,132	+4%	+$159K	1.34%	20
2023 Q3	$4.37M	Sell	31,705 -23,046	-42%	-$3.3M	1.29%	19
2023 Q2	$7.78M	Sell	54,751 -1,125	-2%	-$156K	2.13%	16
2023 Q1	$7.72M	Sell	55,876 -481	-0.9%	-$67.5K	2.25%	12
2022 Q4	$7.91M	Buy	56,357 +1,269	+2%	+$175K	2.56%	11
2022 Q3	$6.8M	Buy	55,088 +4,030	+8%	+$545K	2.46%	11
2022 Q2	$6.73M	Buy	51,058 +14,160	+38%	+$2M	2.5%	10
2022 Q1	$5.45M	Buy	36,898 +9,672	+36%	+$1.41M	1.77%	16
2021 Q4	$4M	Buy	27,226 +4,629	+20%	+$661K	1.27%	16
2021 Q3	$3.06M	Buy	22,597 +20,787	+1,148%	+$2.89M	1.05%	18
2021 Q2	$249K	Hold	1,810	–	–	0.09%	45
2021 Q1	$238K	Buy	1,810 +2	+0.1%	+$251	0.1%	40
2020 Q4	$215K	Buy	+1,808	New	+$203K	0.1%	45
2020 Q1	–	Sell	-34,590	Closed	-$4.15M	–	46
2019 Q4	$4.15M	Buy	34,590 +3,148	+10%	+$363K	4.91%	8
2019 Q3	$3.34M	Hold	31,442	–	–	4.69%	8
2019 Q2	$3.34M	Buy	+31,442	New	+$3.43M	4.69%	8

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

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

Riversedge Advisors's VTV Position: Q2 2026 in Review

Riversedge Advisors increased its Vanguard Value ETF (VTV) stake by 5.7% in Q2 2026, buying an estimated $4.49M and bringing the position to 396,548 shares worth $86.4M. The position accounts for 11.38% of the portfolio, ranked #1.

Riversedge Advisors first reported a position in VTV in Q2 2019 and has held it in 26 quarters since. 1,049 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Riversedge Advisors held 396,548 shares of Vanguard Value ETF worth $86.4M as of Q2 2026.
Riversedge Advisors bought 21,512 Vanguard Value ETF shares in Q2 2026, an estimated $4.49M.
Vanguard Value ETF made up 11.38% of Riversedge Advisors's portfolio in Q2 2026, its #1 holding.
Riversedge Advisors first reported a position in Vanguard Value ETF in Q2 2019 and has held it in 26 quarters since.
1,049 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.