180 Wealth Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$790K Buy
3,624
+1
+0% +$209 0.08% 229
2026
Q1
$711K Buy
3,623
+37
+1% +$7.41K 0.08% 235
2025
Q4
$685K Sell
3,586
-103
-3% -$19.4K 0.08% 233
2025
Q3
$688K Sell
3,689
-88
-2% -$15.9K 0.08% 223
2025
Q2
$668K Buy
3,777
+520
+16% +$87.8K 0.09% 201
2025
Q1
$563K Sell
3,257
-233
-7% -$40.6K 0.09% 209
2024
Q4
$591K Sell
3,490
-33
-0.9% -$5.79K 0.09% 200
2024
Q3
$615K Sell
3,523
-30
-0.8% -$5.02K 0.1% 194
2024
Q2
$580K Sell
3,553
-62
-2% -$9.91K 0.09% 190
2024
Q1
$589K Buy
3,615
+259
+8% +$39.9K 0.11% 186
2023
Q4
$505K Sell
3,356
-74
-2% -$10.4K 0.1% 199
2023
Q3
$473K Buy
3,430
+846
+33% +$121K 0.11% 193
2023
Q2
$369K Sell
2,584
-30
-1% -$4.17K 0.08% 224
2023
Q1
$361K Buy
2,614
+38
+1% +$5.33K 0.08% 230
2022
Q4
$371K Sell
2,576
-397
-13% -$54.7K 0.09% 231
2022
Q3
$367K Hold
2,973
0.1% 198
2022
Q2
$396K Sell
2,973
-25
-0.8% -$3.53K 0.1% 189
2022
Q1
$448K Sell
2,998
-181
-6% -$26.4K 0.1% 195
2021
Q4
$456K Buy
3,179
+66
+2% +$9.43K 0.1% 189
2021
Q3
$439K Sell
3,113
-75
-2% -$10.4K 0.1% 209
2021
Q2
$450K Buy
3,188
+8
+0.3% +$1.1K 0.1% 198
2021
Q1
$443K Sell
3,180
-58
-2% -$7.27K 0.11% 181
2020
Q4
$398K Buy
3,238
+140
+5% +$15.7K 0.11% 181
2020
Q3
$332K Sell
3,098
-212
-6% -$22.2K 0.12% 169
2020
Q2
$343K Sell
3,310
-34
-1% -$3.34K 0.14% 157
2020
Q1
$292K Buy
3,344
+270
+9% +$29.6K 0.15% 156
2019
Q4
$370K Sell
3,074
-36
-1% -$4.16K 0.15% 166
2019
Q3
$344K Sell
3,110
-60
-2% -$6.64K 0.15% 169
2019
Q2
$351K Sell
3,170
-47
-1% -$5.13K 0.16% 161
2019
Q1
$351K Sell
3,217
-715
-18% -$75.3K 0.16% 161
2018
Q4
$435K Hold
3,932
0.2% 149
2018
Q3
$435K Sell
3,932
-32
-0.8% -$3.5K 0.2% 149
2018
Q2
$412K Buy
3,964
+1,193
+43% +$125K 0.2% 145
2018
Q1
$287K Sell
2,771
-1
-0% -$107 0.15% 172
2017
Q4
$295K Buy
+2,772
New +$286K 0.15% 173

Other funds holding VTV

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

180 Wealth Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 0.03% in Q2 2026, buying an estimated $209 and bringing the position to 3,624 shares worth $790K. The position accounts for 0.08% of the portfolio, ranked #229.

180 Wealth Advisors first reported a position in VTV in Q4 2017 and has held it in 35 quarters since. 2,786 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • 180 Wealth Advisors held 3,624 shares of Vanguard Morningstar Value ETF worth $790K as of Q2 2026.
  • 180 Wealth Advisors bought 1 Vanguard Morningstar Value ETF share in Q2 2026, an estimated $209.
  • Vanguard Morningstar Value ETF made up 0.08% of 180 Wealth Advisors's portfolio in Q2 2026, its #229 holding.
  • 180 Wealth Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2017 and has held it in 35 quarters since.
  • 2,786 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.