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Advisortrust Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Advisortrust Partners’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 		– Sell
-70
Closed -$13.7K – 280
2026
Q1 		$13.7K Buy
+70
New +$14K 0.01% 233

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Envestnet Asset Management
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UBS Group
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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

Advisortrust Partners's VTV Position: Q2 2026 in Review

Advisortrust Partners sold out of Vanguard Morningstar Value ETF (VTV) in Q2 2026, closing a stake of 70 shares — an estimated $13.7K sold.

Advisortrust Partners first reported a position in VTV in Q1 2026 and held it in 1 quarter. The position peaked at $13.7K in Q1 2026. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Advisortrust Partners reported no remaining Vanguard Morningstar Value ETF position as of Q2 2026 after selling out during the quarter.
  • Advisortrust Partners sold 70 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $13.7K.
  • Advisortrust Partners first reported a position in Vanguard Morningstar Value ETF in Q1 2026 and held it in 1 quarter.
  • Advisortrust Partners's Vanguard Morningstar Value ETF position peaked at $13.7K in Q1 2026.
  • 2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.