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SJS Investment Consulting’s Vanguard Value ETF VTV Stock Holding History

SJS Investment Consulting’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 		$911K Hold
4,180
– – 0.1% 58
2026
Q1 		$820K Sell
4,180
-94
-2% -$18.8K 0.1% 53
2025
Q4 		$816K Sell
4,274
-66
-2% -$12.4K 0.1% 55
2025
Q3 		$809K Buy
4,340
+589
+16% +$107K 0.11% 55
2025
Q2 		$663K Buy
3,751
+64
+2% +$10.8K 0.11% 48
2025
Q1 		$637K Buy
3,687
+287
+8% +$50K 0.11% 44
2024
Q4 		$576K Hold
3,400
– – 0.1% 48
2024
Q3 		$594K Sell
3,400
-100
-3% -$16.7K 0.1% 45
2024
Q2 		$561K Hold
3,500
– – 0.11% 43
2024
Q1 		$570K Sell
3,500
-100
-3% -$15.4K 0.11% 43
2023
Q4 		$538K Sell
3,600
-173
-5% -$24.3K 0.12% 43
2023
Q3 		$520K Buy
3,773
+173
+5% +$24.8K 0.13% 41
2023
Q2 		$512K Sell
3,600
-50
-1% -$6.94K 0.13% 41
2023
Q1 		$504K Sell
3,650
-18
-0.5% -$2.53K 0.14% 40
2022
Q4 		$515K Hold
3,668
– – 0.15% 41
2022
Q3 		$453K Buy
+3,668
New +$496K 0.15% 42
2022
Q1 		$542K Hold
3,668
– – 0.17% 44
2021
Q4 		$540K Buy
+3,668
New +$524K 0.16% 44

Other funds holding VTV

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

SJS Investment Consulting's VTV Position: Q2 2026 in Review

SJS Investment Consulting held its Vanguard Value ETF (VTV) position steady in Q2 2026 at 4,180 shares worth $911K. The position accounts for 0.1% of the portfolio, ranked #58.

SJS Investment Consulting first reported a position in VTV in Q4 2021 and has held it in 18 quarters since. 1,255 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • SJS Investment Consulting held 4,180 shares of Vanguard Value ETF worth $911K as of Q2 2026.
  • SJS Investment Consulting left its Vanguard Value ETF share count unchanged in Q2 2026.
  • Vanguard Value ETF made up 0.1% of SJS Investment Consulting's portfolio in Q2 2026, its #58 holding.
  • SJS Investment Consulting first reported a position in Vanguard Value ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,255 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.