Advocacy Wealth Management Services’s Vanguard Morningstar Value ETF VTV Stock Holding History

Advocacy Wealth Management Services’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	$8.39M	Buy	38,480 +10,579	+38%	+$2.21M	0.3%	55
2026 Q1	$5.47M	Buy	27,901 +25,859	+1,266%	+$5.18M	0.24%	56
2025 Q4	$390K	Hold	2,042	–	–	0.02%	131
2025 Q3	$381K	Sell	2,042 -3,978	-66%	-$720K	0.02%	131
2025 Q2	$1.06M	Hold	6,020	–	–	0.07%	51
2025 Q1	$1.04M	Buy	+6,020	New	+$1.05M	0.07%	49
2022 Q4	–	Sell	-4	Closed	-$1K	–	134
2022 Q3	$1K	Buy	+4	New	+$541	﹤0.01%	130

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advocacy Wealth Management Services's VTV Position: Q2 2026 in Review

Advocacy Wealth Management Services increased its Vanguard Morningstar Value ETF (VTV) stake by 38% in Q2 2026, buying an estimated $2.21M and bringing the position to 38,480 shares worth $8.39M. The position accounts for 0.3% of the portfolio, ranked #55.

Advocacy Wealth Management Services first reported a position in VTV in Q3 2022 and has held it in 7 quarters since. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Advocacy Wealth Management Services held 38,480 shares of Vanguard Morningstar Value ETF worth $8.39M as of Q2 2026.
Advocacy Wealth Management Services bought 10,579 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $2.21M.
Vanguard Morningstar Value ETF made up 0.3% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #55 holding.
Advocacy Wealth Management Services first reported a position in Vanguard Morningstar Value ETF in Q3 2022 and has held it in 7 quarters since.
2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.