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Summit Financial Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History

Summit Financial 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 		$1.78M Sell
8,167
-80
-1% -$16.7K 0.23% 61
2026
Q1 		$1.62M Sell
8,247
-162
-2% -$32.4K 0.23% 59
2025
Q4 		$1.61M Buy
8,409
+291
+4% +$54.7K 0.23% 60
2025
Q3 		$1.52M Buy
8,118
+811
+11% +$147K 0.24% 55
2025
Q2 		$1.29M Buy
7,307
+854
+13% +$144K 0.23% 54
2025
Q1 		$1.11M Sell
6,453
-465
-7% -$81.1K 0.22% 56
2024
Q4 		$1.22M Buy
6,918
+769
+13% +$135K 0.24% 51
2024
Q3 		$1.07M Buy
+6,149
New +$1.03M 0.2% 56

Other funds holding VTV

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
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
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Summit Financial Wealth Advisors's VTV Position: Q2 2026 in Review

Summit Financial Wealth Advisors reduced its Vanguard Value ETF (VTV) stake by 0.97% in Q2 2026, selling an estimated $16.7K and leaving 8,167 shares worth $1.78M. The position accounts for 0.23% of the portfolio, ranked #61.

Summit Financial Wealth Advisors first reported a position in VTV in Q3 2024 and has held it in 8 quarters since. 560 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Summit Financial Wealth Advisors held 8,167 shares of Vanguard Value ETF worth $1.78M as of Q2 2026.
  • Summit Financial Wealth Advisors sold 80 Vanguard Value ETF shares in Q2 2026, an estimated $16.7K.
  • Vanguard Value ETF made up 0.23% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • Summit Financial Wealth Advisors first reported a position in Vanguard Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 560 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.