AIP
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Ameritas Investment Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Ameritas Investment 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 		$291K Sell
1,337
-1,954
-59% -$408K 0.01% 1164
2026
Q1 		$646K Sell
3,291
-402
-11% -$80.5K 0.02% 756
2025
Q4 		$705K Buy
3,693
+165
+5% +$31K 0.02% 715
2025
Q3 		$658K Buy
3,528
+1,673
+90% +$303K 0.02% 726
2025
Q2 		$328K Sell
1,855
-159
-8% -$26.9K 0.01% 1019
2025
Q1 		$348K Buy
2,014
+155
+8% +$27K 0.01% 962
2024
Q4 		$315K Sell
1,859
-34
-2% -$5.97K 0.01% 1060
2024
Q3 		$330K Buy
1,893
+330
+21% +$55.3K 0.01% 1034
2024
Q2 		$251K Buy
1,563
+10
+0.6% +$1.6K 0.01% 1122
2024
Q1 		$253K Sell
1,553
-61
-4% -$9.4K 0.01% 1133
2023
Q4 		$241K Sell
1,614
-14
-0.9% -$1.97K 0.01% 1151
2023
Q3 		$225K Buy
1,628
+5
+0.3% +$716 0.01% 1113
2023
Q2 		$231K Buy
1,623
+30
+2% +$4.17K 0.01% 1051
2023
Q1 		$220K Buy
1,593
+24
+2% +$3.37K 0.01% 1043
2022
Q4 		$220K Sell
1,569
-5
-0.3% -$689 0.01% 1084
2022
Q3 		$194K Buy
1,574
+1,157
+277% +$156K 0.01% 1078
2022
Q2 		$54K Buy
417
+2
+0.5% +$282 ﹤0.01% 1946
2022
Q1 		$61K Buy
415
+1
+0.2% +$146 ﹤0.01% 1945
2021
Q4 		$60K Buy
414
+2
+0.5% +$286 ﹤0.01% 2021
2021
Q3 		$55K Sell
412
-194
-32% -$27K ﹤0.01% 2092
2021
Q2 		$83K Buy
606
+2
+0.3% +$275 ﹤0.01% 1857
2021
Q1 		$79K Buy
604
+6
+1% +$752 ﹤0.01% 1795
2020
Q4 		$71K Sell
598
-23
-4% -$2.59K ﹤0.01% 1770
2020
Q3 		$64K Buy
621
+2
+0.3% +$210 ﹤0.01% 1688
2020
Q2 		$61K Buy
619
+2
+0.3% +$196 ﹤0.01% 1716
2020
Q1 		$54K Buy
617
+2
+0.3% +$219 ﹤0.01% 1613
2019
Q4 		$73K Buy
615
+3
+0.5% +$346 ﹤0.01% 1694
2019
Q3 		$68K Buy
612
+3
+0.5% +$332 ﹤0.01% 1698
2019
Q2 		$67K Buy
609
+183
+43% +$20K ﹤0.01% 1744
2019
Q1 		$45K Hold
426
– – ﹤0.01% 1947
2018
Q4 		$41K Sell
426
-31
-7% -$3.26K ﹤0.01% 1928
2018
Q3 		$50K Buy
457
+33
+8% +$3.6K ﹤0.01% 2001
2018
Q2 		$44K Hold
424
– – ﹤0.01% 2078
2018
Q1 		$43K Buy
424
+191
+82% +$20.5K ﹤0.01% 2002
2017
Q4 		$33K Hold
233
– – ﹤0.01% 2172
2017
Q3 		$23K Buy
233
+147
+171% +$14.4K ﹤0.01% 2359
2017
Q2 		$8K Sell
86
-1
-1% -$96 ﹤0.01% 2875
2017
Q1 		$8K Buy
87
+1
+1% +$95 ﹤0.01% 2763
2016
Q4 		$7K Buy
+86
New +$7.7K ﹤0.01% 1212

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

Ameritas Investment Partners's VTV Position: Q2 2026 in Review

Ameritas Investment Partners reduced its Vanguard Morningstar Value ETF (VTV) stake by 59% in Q2 2026, selling an estimated $408K and leaving 1,337 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #1164.

Ameritas Investment Partners first reported a position in VTV in Q4 2016 and has held it in 39 quarters since. The position peaked at $705K in Q4 2025. 2,786 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Ameritas Investment Partners held 1,337 shares of Vanguard Morningstar Value ETF worth $291K as of Q2 2026.
  • Ameritas Investment Partners sold 1,954 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $408K.
  • Vanguard Morningstar Value ETF made up 0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #1164 holding.
  • Ameritas Investment Partners first reported a position in Vanguard Morningstar Value ETF in Q4 2016 and has held it in 39 quarters since.
  • Ameritas Investment Partners's Vanguard Morningstar Value ETF position peaked at $705K in Q4 2025.
  • 2,786 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.