Shira Ridge Wealth Management’s Vanguard Value ETF VTV Stock Holding History

Shira Ridge Wealth Management’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	$742K	Sell	3,406 -25	-0.7%	-$5.22K	0.26%	44
2026 Q1	$673K	Sell	3,431 -42	-1%	-$8.41K	0.27%	43
2025 Q4	$663K	Buy	3,473 +8	+0.2%	+$1.5K	0.27%	45
2025 Q3	$646K	Sell	3,465 -31	-0.9%	-$5.61K	0.27%	45
2025 Q2	$618K	Sell	3,496 -51	-1%	-$8.61K	0.28%	44
2025 Q1	$613K	Sell	3,547 -126	-3%	-$22K	0.31%	45
2024 Q4	$622K	Sell	3,673 -22	-0.6%	-$3.86K	0.3%	45
2024 Q3	$645K	Buy	3,695 +64	+2%	+$10.7K	0.33%	49
2024 Q2	$582K	Sell	3,631 -231	-6%	-$36.9K	0.32%	49
2024 Q1	$629K	Buy	3,862 +281	+8%	+$43.3K	0.36%	44
2023 Q4	$535K	Sell	3,581 -13	-0.4%	-$1.83K	0.32%	49
2023 Q3	$496K	Sell	3,594 -13	-0.4%	-$1.86K	0.33%	45
2023 Q2	$513K	Sell	3,607 -11	-0.3%	-$1.53K	0.32%	46
2023 Q1	$500K	Buy	3,618 +441	+14%	+$61.9K	0.33%	45
2022 Q4	$446K	Buy	+3,177	New	+$438K	0.31%	46

Other funds holding VTV

DADC

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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

Shira Ridge Wealth Management's VTV Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its Vanguard Value ETF (VTV) stake by 0.73% in Q2 2026, selling an estimated $5.22K and leaving 3,406 shares worth $742K. The position accounts for 0.26% of the portfolio, ranked #44.

Shira Ridge Wealth Management first reported a position in VTV in Q4 2022 and has held it in 15 quarters since. 1,255 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Shira Ridge Wealth Management held 3,406 shares of Vanguard Value ETF worth $742K as of Q2 2026.
Shira Ridge Wealth Management sold 25 Vanguard Value ETF shares in Q2 2026, an estimated $5.22K.
Vanguard Value ETF made up 0.26% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #44 holding.
Shira Ridge Wealth Management first reported a position in Vanguard Value ETF in Q4 2022 and has held it in 15 quarters since.
1,255 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.