STACKSTONE WEALTH, LLC’s Vanguard Morningstar Value ETF VTV Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$673K	Buy	+3,113	New	+$692K	0.07%	204

Other funds holding VTV

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

STACKSTONE WEALTH, LLC's VTV Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Vanguard Morningstar Value ETF (VTV) in Q3 2026: 3,113 shares worth $673K. The stake represents 0.07% of the portfolio and ranks #204 among its holdings.

643 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

STACKSTONE WEALTH, LLC held 3,113 shares of Vanguard Morningstar Value ETF worth $673K as of Q3 2026.
Vanguard Morningstar Value ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Vanguard Morningstar Value ETF made up 0.07% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #204 holding.
643 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.