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Armor Investment Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Armor Investment 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
Q1 		– Sell
-70
Closed -$13.4K – 164
2025
Q4 		$13.4K Buy
+70
New +$13.2K ﹤0.01% 136
2023
Q3 		– Sell
-404
Closed -$57.4K – 168
2023
Q2 		$57.4K Hold
404
– – 0.03% 117
2023
Q1 		$55.8K Sell
404
-404
-50% -$56.7K 0.03% 131
2022
Q4 		$113K Buy
+808
New +$111K 0.07% 121

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 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM

Armor Investment Advisors's VTV Position: Q1 2026 in Review

Armor Investment Advisors sold out of Vanguard Morningstar Value ETF (VTV) in Q1 2026, closing a stake of 70 shares — an estimated $13.4K sold.

Armor Investment Advisors first reported a position in VTV in Q4 2022 and held it in 4 quarters. The position peaked at $113K in Q4 2022. 2,721 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Armor Investment Advisors reported no remaining Vanguard Morningstar Value ETF position as of Q1 2026 after selling out during the quarter.
  • Armor Investment Advisors sold 70 Vanguard Morningstar Value ETF shares in Q1 2026, an estimated $13.4K.
  • Armor Investment Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2022 and held it in 4 quarters.
  • Armor Investment Advisors's Vanguard Morningstar Value ETF position peaked at $113K in Q4 2022.
  • 2,721 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.

Based on Armor Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.