WWA
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Wisconsin Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History

Wisconsin 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 		$516K Buy
2,366
+515
+28% +$108K 0.44% 62
2026
Q1 		$363K Buy
1,851
+172
+10% +$34.4K 0.36% 67
2025
Q4 		$321K Sell
1,679
-399
-19% -$75.1K 0.31% 73
2025
Q3 		$387K Sell
2,078
-866
-29% -$157K 0.37% 69
2025
Q2 		$520K Buy
2,944
+1,229
+72% +$208K 0.6% 59
2025
Q1 		$296K Buy
1,715
+325
+23% +$56.7K 0.43% 56
2024
Q4 		$235K Buy
+1,390
New +$244K 0.35% 65

Other funds holding VTV

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
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Wisconsin Wealth Advisors's VTV Position: Q2 2026 in Review

Wisconsin Wealth Advisors increased its Vanguard Value ETF (VTV) stake by 28% in Q2 2026, buying an estimated $108K and bringing the position to 2,366 shares worth $516K. The position accounts for 0.44% of the portfolio, ranked #62.

Wisconsin Wealth Advisors first reported a position in VTV in Q4 2024 and has held it in 7 quarters since. The position peaked at $520K in Q2 2025. 837 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Wisconsin Wealth Advisors held 2,366 shares of Vanguard Value ETF worth $516K as of Q2 2026.
  • Wisconsin Wealth Advisors bought 515 Vanguard Value ETF shares in Q2 2026, an estimated $108K.
  • Vanguard Value ETF made up 0.44% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • Wisconsin Wealth Advisors first reported a position in Vanguard Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Wisconsin Wealth Advisors's Vanguard Value ETF position peaked at $520K in Q2 2025.
  • 837 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.