TWM
VTV icon

Tumwater Wealth Management’s Vanguard Value ETF VTV Stock Holding History

Tumwater 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 		$241K Hold
1,107
– – 0.09% 31
2026
Q1 		$217K Sell
1,107
-8
-0.7% -$1.6K 0.09% 31
2025
Q4 		$213K Sell
1,115
-30
-3% -$5.64K 0.09% 35
2025
Q3 		$214K Hold
1,145
– – 0.09% 32
2025
Q2 		$202K Buy
+1,145
New +$193K 0.09% 35

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
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

Tumwater Wealth Management's VTV Position: Q2 2026 in Review

Tumwater Wealth Management held its Vanguard Value ETF (VTV) position steady in Q2 2026 at 1,107 shares worth $241K. The position accounts for 0.09% of the portfolio, ranked #31.

Tumwater Wealth Management first reported a position in VTV in Q2 2025 and has held it in 5 quarters since. 1,049 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Tumwater Wealth Management held 1,107 shares of Vanguard Value ETF worth $241K as of Q2 2026.
  • Tumwater Wealth Management left its Vanguard Value ETF share count unchanged in Q2 2026.
  • Vanguard Value ETF made up 0.09% of Tumwater Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Tumwater Wealth Management first reported a position in Vanguard Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,049 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on Tumwater Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.