Amplius Wealth Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Amplius Wealth Advisors’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	$1.63M	Buy	7,487 +25	+0.3%	+$5.22K	0.12%	65
2026 Q1	$1.46M	Buy	7,462 +327	+5%	+$65.5K	0.12%	63
2025 Q4	$1.36M	Buy	7,135 +111	+2%	+$20.9K	0.11%	61
2025 Q3	$1.31M	Sell	7,024 -5,508	-44%	-$997K	0.11%	62
2025 Q2	$2.21M	Sell	12,532 -1,031	-8%	-$174K	0.21%	56
2025 Q1	$2.34M	Buy	13,563 +1,345	+11%	+$235K	0.24%	50
2024 Q4	$2.07M	Buy	12,218 +15	+0.1%	+$2.63K	0.21%	51
2024 Q3	$2.13M	Sell	12,203 -135	-1%	-$22.6K	0.23%	50
2024 Q2	$1.98M	Sell	12,338 -2,657	-18%	-$425K	0.22%	54
2024 Q1	$2.44M	Sell	14,995 -3,627	-19%	-$559K	0.27%	47
2023 Q4	$2.78M	Sell	18,622 -1,401	-7%	-$197K	0.34%	44
2023 Q3	$2.76M	Sell	20,023 -1,859	-8%	-$266K	0.37%	42
2023 Q2	$3.11M	Sell	21,882 -147	-0.7%	-$20.4K	0.42%	41
2023 Q1	$3.04M	Buy	22,029 +327	+2%	+$45.9K	0.44%	40
2022 Q4	$3.05M	Sell	21,702 -416	-2%	-$57.3K	0.49%	39
2022 Q3	$2.73M	Sell	22,118 -1,009	-4%	-$136K	0.49%	37
2022 Q2	$3.05M	Sell	23,127 -8,699	-27%	-$1.23M	0.49%	40
2022 Q1	$4.7M	Buy	31,826 +5,064	+19%	+$739K	0.72%	32
2021 Q4	$3.94M	Buy	+26,762	New	+$3.82M	0.54%	35

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

Amplius Wealth Advisors's VTV Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 0.34% in Q2 2026, buying an estimated $5.22K and bringing the position to 7,487 shares worth $1.63M. The position accounts for 0.12% of the portfolio, ranked #65.

Amplius Wealth Advisors first reported a position in VTV in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.7M in Q1 2022. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Amplius Wealth Advisors held 7,487 shares of Vanguard Morningstar Value ETF worth $1.63M as of Q2 2026.
Amplius Wealth Advisors bought 25 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $5.22K.
Vanguard Morningstar Value ETF made up 0.12% of Amplius Wealth Advisors's portfolio in Q2 2026, its #65 holding.
Amplius Wealth Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2021 and has held it in 19 quarters since.
Amplius Wealth Advisors's Vanguard Morningstar Value ETF position peaked at $4.7M in Q1 2022.
2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.