J. M. Brown & Associates Inc.’s Vanguard Value ETF VTV Stock Holding History

J. M. Brown & Associates Inc.’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	$248K	Buy	+1,138	New	+$238K	0.14%	148

Other funds holding VTV

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

J. M. Brown & Associates Inc.'s VTV Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Vanguard Value ETF (VTV) in Q2 2026: 1,138 shares worth $248K. The stake represents 0.14% of the portfolio and ranks #148 among its holdings.

1,049 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

J. M. Brown & Associates Inc. held 1,138 shares of Vanguard Value ETF worth $248K as of Q2 2026.
Vanguard Value ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
Vanguard Value ETF made up 0.14% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #148 holding.
1,049 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.