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Archer Investment Corporation’s Vanguard Morningstar Value ETF VTV Stock Holding History

Archer Investment Corporation’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 		$604K Buy
2,769
+45
+2% +$9.4K 0.12% 161
2026
Q1 		$535K Sell
2,724
-175
-6% -$35K 0.11% 157
2025
Q4 		$554K Sell
2,899
-788
-21% -$148K 0.12% 149
2025
Q3 		$688K Sell
3,687
-6
-0.2% -$1.09K 0.16% 113
2025
Q2 		$653K Sell
3,693
-76
-2% -$12.8K 0.16% 118
2025
Q1 		$651K Sell
3,769
-373
-9% -$65K 0.17% 114
2024
Q4 		$701K Buy
4,142
+34
+0.8% +$5.97K 0.19% 101
2024
Q3 		$717K Sell
4,108
-576
-12% -$96.4K 0.19% 97
2024
Q2 		$751K Sell
4,684
-120
-2% -$19.2K 0.22% 91
2024
Q1 		$783K Sell
4,804
-63
-1% -$9.71K 0.24% 89
2023
Q4 		$728K Buy
4,867
+70
+1% +$9.85K 0.23% 89
2023
Q3 		$662K Buy
4,797
+264
+6% +$37.8K 0.23% 92
2023
Q2 		$644K Buy
4,533
+1,451
+47% +$202K 0.23% 91
2023
Q1 		$426K Sell
3,082
-374
-11% -$52.5K 0.16% 146
2022
Q4 		$485K Buy
3,456
+350
+11% +$48.2K 0.19% 124
2022
Q3 		$384K Sell
3,106
-14
-0.4% -$1.89K 0.16% 143
2022
Q2 		$412K Sell
3,120
-113
-3% -$15.9K 0.17% 143
2022
Q1 		$479K Buy
3,233
+214
+7% +$31.2K 0.17% 144
2021
Q4 		$444K Sell
3,019
-15
-0.5% -$2.14K 0.15% 155
2021
Q3 		$411K Hold
3,034
– – 0.15% 154
2021
Q2 		$417K Buy
3,034
+510
+20% +$70.1K 0.16% 146
2021
Q1 		$332K Sell
2,524
-72
-3% -$9.03K 0.14% 161
2020
Q4 		$309K Buy
2,596
+48
+2% +$5.4K 0.15% 155
2020
Q3 		$266K Buy
2,548
+287
+13% +$30.1K 0.14% 147
2020
Q2 		$225K Sell
2,261
-49
-2% -$4.81K 0.13% 146
2020
Q1 		$206K Buy
2,310
+984
+74% +$108K 0.14% 155
2019
Q4 		$159K Buy
+1,326
New +$153K 0.08% 188

Other funds holding VTV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Archer Investment Corporation's VTV Position: Q2 2026 in Review

Archer Investment Corporation increased its Vanguard Morningstar Value ETF (VTV) stake by 1.7% in Q2 2026, buying an estimated $9.4K and bringing the position to 2,769 shares worth $604K. The position accounts for 0.12% of the portfolio, ranked #161.

Archer Investment Corporation first reported a position in VTV in Q4 2019 and has held it in 27 quarters since. The position peaked at $783K in Q1 2024. 2,360 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Archer Investment Corporation held 2,769 shares of Vanguard Morningstar Value ETF worth $604K as of Q2 2026.
  • Archer Investment Corporation bought 45 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $9.4K.
  • Vanguard Morningstar Value ETF made up 0.12% of Archer Investment Corporation's portfolio in Q2 2026, its #161 holding.
  • Archer Investment Corporation first reported a position in Vanguard Morningstar Value ETF in Q4 2019 and has held it in 27 quarters since.
  • Archer Investment Corporation's Vanguard Morningstar Value ETF position peaked at $783K in Q1 2024.
  • 2,360 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.