WestHill Financial Advisors’s Vanguard Value ETF VTV Stock Holding History

WestHill Financial 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	$205K	Buy	+942	New	+$197K	0.04%	80
2024 Q1	–	Sell	-1,360	Closed	-$203K	–	78
2023 Q4	$203K	Buy	1,360 +418	+44%	+$58.8K	0.05%	72
2023 Q3	$130K	Hold	942	–	–	0.04%	72
2023 Q2	$134K	Sell	942 -45	-5%	-$6.25K	0.04%	70
2023 Q1	$136K	Sell	987 -257	-21%	-$36.1K	0.04%	70
2022 Q4	$175K	Buy	1,244 +302	+32%	+$41.6K	0.06%	63
2022 Q3	$116K	Hold	942	–	–	0.04%	68
2022 Q2	$124K	Hold	942	–	–	0.04%	70
2022 Q1	$139K	Sell	942 -296	-24%	-$43.2K	0.04%	77
2021 Q4	$182K	Buy	1,238 +1	+0.1%	+$143	0.05%	75
2021 Q3	$168K	Buy	+1,237	New	+$172K	0.05%	62
2021 Q1	$35K	Hold	264	–	–	0.01%	70
2020 Q4	$31K	Buy	+264	New	+$29.7K	0.01%	70

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

WestHill Financial Advisors's VTV Position: Q2 2026 in Review

WestHill Financial Advisors opened a new position in Vanguard Value ETF (VTV) in Q2 2026: 942 shares worth $205K. The stake represents 0.04% of the portfolio and ranks #80 among its holdings. This is a return to the name: WestHill Financial Advisors previously reported a position in VTV as recently as Q4 2023.

WestHill Financial Advisors first reported a position in VTV in Q4 2020 and has held it in 13 quarters since. 1,049 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

WestHill Financial Advisors held 942 shares of Vanguard Value ETF worth $205K as of Q2 2026.
Vanguard Value ETF was a new WestHill Financial Advisors position in Q2 2026.
Vanguard Value ETF made up 0.04% of WestHill Financial Advisors's portfolio in Q2 2026, its #80 holding.
WestHill Financial Advisors first reported a position in Vanguard Value ETF in Q4 2020 and has held it in 13 quarters since.
1,049 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.