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

Archvest 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	$4.65M	Buy	21,359 +1,233	+6%	+$257K	2.69%	9
2026 Q1	$3.95M	Buy	20,126 +378	+2%	+$75.7K	2.55%	10
2025 Q4	$3.77M	Buy	19,748 +654	+3%	+$123K	2.41%	10
2025 Q3	$3.56M	Buy	19,094 +1,041	+6%	+$188K	3.15%	9
2025 Q2	$3.19M	Buy	18,053 +1,196	+7%	+$202K	2.78%	12
2025 Q1	$2.91M	Buy	16,857 +2,755	+20%	+$480K	2.41%	15
2024 Q4	$2.39M	Buy	14,102 +3,504	+33%	+$615K	1.73%	15
2024 Q3	$1.85M	Buy	10,598 +1,154	+12%	+$193K	1.17%	15
2024 Q2	$1.51M	Buy	9,444 +4,468	+90%	+$714K	1%	18
2024 Q1	$807K	Buy	4,976 +272	+6%	+$41.9K	0.57%	28
2023 Q4	$703K	Sell	4,704 -1,003	-18%	-$141K	0.53%	29
2023 Q3	$787K	Buy	5,707 +2,145	+60%	+$307K	0.64%	23
2023 Q2	$506K	Buy	3,562 +918	+35%	+$128K	0.42%	30
2023 Q1	$365K	Buy	2,644 +1,391	+111%	+$195K	0.32%	33
2022 Q4	$218K	Sell	1,253 -1,481	-54%	-$204K	0.22%	40
2022 Q3	$338K	Buy	+2,734	New	+$370K	0.35%	33

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

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

Archvest Wealth Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 6.1% in Q2 2026, buying an estimated $257K and bringing the position to 21,359 shares worth $4.65M. The position accounts for 2.69% of the portfolio, ranked #9.

Archvest Wealth Advisors first reported a position in VTV in Q3 2022 and has held it in 16 quarters since. 2,797 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Archvest Wealth Advisors held 21,359 shares of Vanguard Morningstar Value ETF worth $4.65M as of Q2 2026.
Archvest Wealth Advisors bought 1,233 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $257K.
Vanguard Morningstar Value ETF made up 2.69% of Archvest Wealth Advisors's portfolio in Q2 2026, its #9 holding.
Archvest Wealth Advisors first reported a position in Vanguard Morningstar Value ETF in Q3 2022 and has held it in 16 quarters since.
2,797 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Archvest Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.