Armstrong Advisory Group’s Vanguard Morningstar Value ETF VTV Stock Holding History

Armstrong Advisory Group’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	$480K	Buy	2,205 +1	+0%	+$209	0.03%	152
2026 Q1	$432K	Sell	2,204 -33	-1%	-$6.61K	0.03%	156
2025 Q4	$427K	Buy	2,237 +1	+0%	+$188	0.03%	153
2025 Q3	$417K	Buy	2,236 +1	+0%	+$181	0.03%	154
2025 Q2	$395K	Buy	2,235 +488	+28%	+$82.4K	0.03%	145
2025 Q1	$296K	Hold	1,747	–	–	0.02%	152
2024 Q4	$296K	Hold	1,747	–	–	0.02%	152
2024 Q3	$305K	Buy	1,747 +118	+7%	+$19.8K	0.03%	148
2024 Q2	$261K	Sell	1,629 -992	-38%	-$159K	0.02%	151
2024 Q1	$392K	Hold	2,621	–	–	0.04%	118
2023 Q4	$392K	Buy	2,621 +440	+20%	+$61.9K	0.04%	118
2023 Q3	$301K	Sell	2,181 -327	-13%	-$46.9K	0.03%	128
2023 Q2	$356K	Sell	2,508 -371	-13%	-$51.5K	0.04%	119
2023 Q1	$398K	Sell	2,879 -7	-0.2%	-$982	0.05%	103
2022 Q4	$405K	Buy	+2,886	New	+$398K	0.05%	102

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

Armstrong Advisory Group's VTV Position: Q2 2026 in Review

Armstrong Advisory Group increased its Vanguard Morningstar Value ETF (VTV) stake by 0.05% in Q2 2026, buying an estimated $209 and bringing the position to 2,205 shares worth $480K. The position accounts for 0.03% of the portfolio, ranked #152.

Armstrong Advisory Group first reported a position in VTV in Q4 2022 and has held it in 15 quarters since. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Armstrong Advisory Group held 2,205 shares of Vanguard Morningstar Value ETF worth $480K as of Q2 2026.
Armstrong Advisory Group bought 1 Vanguard Morningstar Value ETF share in Q2 2026, an estimated $209.
Vanguard Morningstar Value ETF made up 0.03% of Armstrong Advisory Group's portfolio in Q2 2026, its #152 holding.
Armstrong Advisory Group first reported a position in Vanguard Morningstar Value ETF in Q4 2022 and has held it in 15 quarters since.
2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.