AIM
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Acropolis Investment Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Acropolis Investment Management’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 		$6.07M Buy
27,860
+2,381
+9% +$497K 0.24% 45
2026
Q1 		$5M Buy
25,479
+661
+3% +$132K 0.22% 47
2025
Q4 		$4.74M Buy
24,818
+396
+2% +$74.5K 0.21% 47
2025
Q3 		$4.32M Buy
24,422
+1,376
+6% +$249K 0.22% 46
2025
Q2 		$4.07M Buy
23,046
+1,881
+9% +$318K 0.22% 42
2025
Q1 		$3.66M Buy
21,165
+3,646
+21% +$636K 0.22% 45
2024
Q4 		$2.97M Buy
17,519
+2,506
+17% +$440K 0.18% 54
2024
Q3 		$2.61M Buy
15,013
+17
+0.1% +$2.85K 0.16% 55
2024
Q2 		$2.41M Buy
14,996
+832
+6% +$133K 0.15% 57
2024
Q1 		$2.31M Buy
14,164
+387
+3% +$59.7K 0.15% 57
2023
Q4 		$2.06M Buy
13,777
+14
+0.1% +$1.97K 0.14% 57
2023
Q3 		$1.9M Sell
13,763
-369
-3% -$52.9K 0.15% 59
2023
Q2 		$2.01M Buy
14,132
+1,428
+11% +$198K 0.16% 62
2023
Q1 		$1.75M Buy
12,704
+36
+0.3% +$5.05K 0.14% 64
2022
Q4 		$1.78M Buy
12,668
+1,824
+17% +$251K 0.16% 57
2022
Q3 		$1.34M Buy
10,844
+215
+2% +$29.1K 0.14% 66
2022
Q2 		$1.4M Buy
10,629
+2,299
+28% +$324K 0.14% 62
2022
Q1 		$1.23M Buy
8,330
+839
+11% +$122K 0.11% 80
2021
Q4 		$1.1M Buy
7,491
+945
+14% +$135K 0.1% 83
2021
Q3 		$881K Buy
6,546
+1,710
+35% +$238K 0.11% 83
2021
Q2 		$665K Buy
4,836
+2,257
+88% +$310K 0.06% 106
2021
Q1 		$339K Buy
2,579
+215
+9% +$27K 0.03% 143
2020
Q4 		$281K Sell
2,364
-25
-1% -$2.81K 0.03% 147
2020
Q3 		$250K Sell
2,389
-113
-5% -$11.8K 0.03% 144
2020
Q2 		$249K Sell
2,502
-349
-12% -$34.2K 0.03% 134
2020
Q1 		$254K Sell
2,851
-1,222
-30% -$134K 0.04% 124
2019
Q4 		$488K Buy
4,073
+1,685
+71% +$195K 0.07% 107
2019
Q3 		$267K Buy
+2,388
New +$264K 0.04% 122
2018
Q3 		– Sell
-1,423
Closed -$148K – 153
2018
Q2 		$148K Buy
1,423
+200
+16% +$20.9K 0.02% 126
2018
Q1 		$126K Hold
1,223
– – 0.02% 133
2017
Q4 		$130K Buy
+1,223
New +$126K 0.02% 142

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Acropolis Investment Management's VTV Position: Q2 2026 in Review

Acropolis Investment Management increased its Vanguard Morningstar Value ETF (VTV) stake by 9.3% in Q2 2026, buying an estimated $497K and bringing the position to 27,860 shares worth $6.07M. The position accounts for 0.24% of the portfolio, ranked #45.

Acropolis Investment Management first reported a position in VTV in Q4 2017 and has held it in 31 quarters since. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Acropolis Investment Management held 27,860 shares of Vanguard Morningstar Value ETF worth $6.07M as of Q2 2026.
  • Acropolis Investment Management bought 2,381 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $497K.
  • Vanguard Morningstar Value ETF made up 0.24% of Acropolis Investment Management's portfolio in Q2 2026, its #45 holding.
  • Acropolis Investment Management first reported a position in Vanguard Morningstar Value ETF in Q4 2017 and has held it in 31 quarters since.
  • 2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Acropolis Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.