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

ShankerValleau 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	$251K	Hold	1,151	–	–	0.07%	38
2026 Q1	$226K	Sell	1,151 -17	-1%	-$3.4K	0.06%	38
2025 Q4	$223K	Hold	1,168	–	–	0.06%	37
2025 Q3	$218K	Hold	1,168	–	–	0.06%	40
2025 Q2	$206K	Hold	1,168	–	–	0.06%	38
2025 Q1	$202K	Buy	+1,168	New	+$204K	0.07%	40
2024 Q4	–	Sell	-1,168	Closed	-$204K	–	40
2024 Q3	$204K	Buy	+1,168	New	+$196K	0.07%	31

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

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

ShankerValleau Wealth Advisors held its Vanguard Value ETF (VTV) position steady in Q2 2026 at 1,151 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #38.

ShankerValleau Wealth Advisors first reported a position in VTV in Q3 2024 and has held it in 7 quarters since. 1,049 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

ShankerValleau Wealth Advisors held 1,151 shares of Vanguard Value ETF worth $251K as of Q2 2026.
ShankerValleau Wealth Advisors left its Vanguard Value ETF share count unchanged in Q2 2026.
Vanguard Value ETF made up 0.07% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #38 holding.
ShankerValleau Wealth Advisors first reported a position in Vanguard Value ETF in Q3 2024 and has held it in 7 quarters since.
1,049 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on ShankerValleau Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.