Tyler-Stone Wealth Management’s Vanguard Value ETF VTV Stock Holding History

Tyler-Stone 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
2025 Q2	$1.54M	Buy	8,699 +1,918	+28%	+$324K	0.25%	80
2025 Q1	$1.17M	Buy	6,781 +1,171	+21%	+$204K	0.21%	91
2024 Q4	$950K	Buy	5,610 +381	+7%	+$66.9K	0.17%	111
2024 Q3	$913K	Buy	5,229 +4,305	+466%	+$721K	0.17%	116
2024 Q2	$148K	Buy	924 +23	+3%	+$3.68K	0.06%	228
2024 Q1	$147K	Buy	901 +94	+12%	+$14.5K	0.07%	226
2023 Q4	$121K	Buy	807 +1	+0.1%	+$141	0.06%	241
2023 Q3	$111K	Buy	806 +1	+0.1%	+$143	0.06%	236
2023 Q2	$114K	Buy	+805	New	+$112K	0.06%	235
2022 Q4	$113K	Buy	804 +1	+0.1%	+$138	0.08%	219
2022 Q3	$99K	Buy	803 +1	+0.1%	+$135	0.08%	221
2022 Q2	$106K	Hold	802	–	–	0.07%	227
2022 Q1	$118K	Buy	802 +151	+23%	+$22K	0.06%	237
2021 Q4	$96K	Buy	+651	New	+$93K	0.05%	281

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Tyler-Stone Wealth Management's VTV Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Vanguard Value ETF (VTV) stake by 28% in Q2 2025, buying an estimated $324K and bringing the position to 8,699 shares worth $1.54M. The position accounts for 0.25% of the portfolio, ranked #80.

Tyler-Stone Wealth Management first reported a position in VTV in Q4 2021 and has held it in 14 quarters since. 2,401 funds tracked by Wall St. Rank hold VTV as of Q2 2025.

Tyler-Stone Wealth Management held 8,699 shares of Vanguard Value ETF worth $1.54M as of Q2 2025.
Tyler-Stone Wealth Management bought 1,918 Vanguard Value ETF shares in Q2 2025, an estimated $324K.
Vanguard Value ETF made up 0.25% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #80 holding.
Tyler-Stone Wealth Management first reported a position in Vanguard Value ETF in Q4 2021 and has held it in 14 quarters since.
2,401 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.