Why Income Investors Keep VTV as a Core Portfolio Anchor in a Turbulent 2026

Quick Read Vanguard Value ETF (VTV) is up 2.76% year-to-date, outpacing the S&P 500’s 5.4% decline and Nasdaq 100’s 6.6% drop. Top holdings include JPMorgan Chase (JPM) with a 2% dividend yield and $57.05B in FY2025 net income, Johnson & Johnson (JNJ) with 52% appreciation over the past year, and UnitedHealth Group (UNH) which has fallen 46.8% due to rising medical costs and regulatory pressures, highlighting the risk of passive value trap exposure in index-based funds. Value stocks are outperforming g ...