Snider Financial Group’s Vanguard Value ETF VTV Stock Holding History

Snider Financial Group’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	$409K	Sell	1,875 -2,052	-52%	-$428K	0.1%	80
2026 Q1	$770K	Sell	3,927 -728	-16%	-$146K	0.23%	55
2025 Q4	$889K	Sell	4,655 -802	-15%	-$151K	0.24%	58
2025 Q3	$1.02M	Buy	5,457 +4	+0.1%	+$724	0.28%	60
2025 Q2	$964K	Sell	5,453 -351	-6%	-$59.3K	0.28%	61
2025 Q1	$1M	Sell	5,804 -641	-10%	-$112K	0.33%	56
2024 Q4	$1.09M	Buy	+6,445	New	+$1.13M	0.34%	55

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

Snider Financial Group's VTV Position: Q2 2026 in Review

Snider Financial Group reduced its Vanguard Value ETF (VTV) stake by 52% in Q2 2026, selling an estimated $428K and leaving 1,875 shares worth $409K. The position accounts for 0.1% of the portfolio, ranked #80.

Snider Financial Group first reported a position in VTV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q4 2024. 1,049 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Snider Financial Group held 1,875 shares of Vanguard Value ETF worth $409K as of Q2 2026.
Snider Financial Group sold 2,052 Vanguard Value ETF shares in Q2 2026, an estimated $428K.
Vanguard Value ETF made up 0.1% of Snider Financial Group's portfolio in Q2 2026, its #80 holding.
Snider Financial Group first reported a position in Vanguard Value ETF in Q4 2024 and has held it in 7 quarters since.
Snider Financial Group's Vanguard Value ETF position peaked at $1.09M in Q4 2024.
1,049 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.