YHB Investment Advisors’s Vanguard Value ETF VTV Stock Holding History

YHB Investment 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	$235K	Sell	1,077 -100	-8%	-$20.9K	0.02%	293
2026 Q1	$231K	Hold	1,177	–	–	0.02%	283
2025 Q4	$225K	Sell	1,177 -150	-11%	-$28.2K	0.02%	288
2025 Q3	$247K	Hold	1,327	–	–	0.02%	275
2025 Q2	$235K	Sell	1,327 -20	-1%	-$3.38K	0.02%	285
2025 Q1	$233K	Buy	+1,347	New	+$235K	0.02%	266

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MFG

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

YHB Investment Advisors's VTV Position: Q2 2026 in Review

YHB Investment Advisors reduced its Vanguard Value ETF (VTV) stake by 8.5% in Q2 2026, selling an estimated $20.9K and leaving 1,077 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #293.

YHB Investment Advisors first reported a position in VTV in Q1 2025 and has held it in 6 quarters since. The position peaked at $247K in Q3 2025. 1,097 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

YHB Investment Advisors held 1,077 shares of Vanguard Value ETF worth $235K as of Q2 2026.
YHB Investment Advisors sold 100 Vanguard Value ETF shares in Q2 2026, an estimated $20.9K.
Vanguard Value ETF made up 0.02% of YHB Investment Advisors's portfolio in Q2 2026, its #293 holding.
YHB Investment Advisors first reported a position in Vanguard Value ETF in Q1 2025 and has held it in 6 quarters since.
YHB Investment Advisors's Vanguard Value ETF position peaked at $247K in Q3 2025.
1,097 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.