Anderson Hoagland & Co’s Vanguard Morningstar Value ETF VTV Stock Holding History

Anderson Hoagland & Co’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	$356K	Sell	1,633 -24	-1%	-$5.01K	0.03%	125
2026 Q1	$325K	Hold	1,657	–	–	0.03%	126
2025 Q4	$316K	Hold	1,657	–	–	0.03%	131
2025 Q3	$309K	Sell	1,657 -17	-1%	-$3.08K	0.03%	129
2025 Q2	$296K	Hold	1,674	–	–	0.03%	134
2025 Q1	$257K	Hold	1,674	–	–	0.03%	129
2024 Q4	$292K	Hold	1,674	–	–	0.03%	128
2024 Q3	$292K	Hold	1,674	–	–	0.03%	123
2024 Q2	$269K	Sell	1,674 -7	-0.4%	-$1.12K	0.03%	124
2024 Q1	$267K	Buy	+1,681	New	+$259K	0.03%	122
2022 Q2	–	Sell	-1,385	Closed	-$205K	–	115
2022 Q1	$205K	Buy	+1,385	New	+$202K	0.03%	107

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

Anderson Hoagland & Co's VTV Position: Q2 2026 in Review

Anderson Hoagland & Co reduced its Vanguard Morningstar Value ETF (VTV) stake by 1.4% in Q2 2026, selling an estimated $5.01K and leaving 1,633 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #125.

Anderson Hoagland & Co first reported a position in VTV in Q1 2022 and has held it in 11 quarters since. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Anderson Hoagland & Co held 1,633 shares of Vanguard Morningstar Value ETF worth $356K as of Q2 2026.
Anderson Hoagland & Co sold 24 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $5.01K.
Vanguard Morningstar Value ETF made up 0.03% of Anderson Hoagland & Co's portfolio in Q2 2026, its #125 holding.
Anderson Hoagland & Co first reported a position in Vanguard Morningstar Value ETF in Q1 2022 and has held it in 11 quarters since.
2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.