Atticus Wealth Management
VTV icon

Atticus Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Atticus Wealth Management’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
Q3 		$430K Sell
1,991
-23
-1% -$5.11K 0.1% 124
2026
Q2 		$439K Hold
2,014
– – 0.1% 120
2026
Q1 		$395K Sell
2,014
-3,100
-61% -$621K 0.11% 123
2025
Q4 		$977K Hold
5,114
– – 0.24% 64
2025
Q3 		$954K Hold
5,114
– – 0.24% 62
2025
Q2 		$904K Sell
5,114
-46
-0.9% -$7.77K 0.24% 56
2025
Q1 		$891K Sell
5,160
-266
-5% -$46.4K 0.29% 45
2024
Q4 		$919K Buy
5,426
+2
+0% +$351 0.29% 45
2024
Q3 		$947K Buy
5,424
+3
+0.1% +$502 0.3% 42
2024
Q2 		$870K Sell
5,421
-293
-5% -$46.8K 0.28% 46
2024
Q1 		$931K Sell
5,714
-4
-0.1% -$617 0.3% 48
2023
Q4 		$855K Sell
5,718
-180
-3% -$25.3K 0.3% 46
2023
Q3 		$814K Buy
5,898
+2
+0% +$287 0.31% 45
2023
Q2 		$838K Buy
5,896
+3,103
+111% +$431K 0.31% 45
2023
Q1 		$386K Sell
2,793
-68
-2% -$9.5K 0.15% 85
2022
Q4 		$402K Sell
2,861
-958
-25% -$132K 0.17% 85
2022
Q3 		$504K Hold
3,819
– – 0.24% 61
2022
Q2 		$504K Buy
3,819
+792
+26% +$112K 0.21% 74
2022
Q1 		$447K Buy
3,027
+2,679
+770% +$391K 0.16% 94
2021
Q4 		$51K Sell
348
-320
-48% -$45.7K 0.02% 224
2021
Q3 		$90K Sell
668
-74
-10% -$10.3K 0.04% 184
2021
Q2 		$102K Buy
742
+690
+1,327% +$94.8K 0.04% 167
2021
Q1 		$7K Hold
52
– – ﹤0.01% 306
2020
Q4 		$6K Buy
+52
New +$5.85K ﹤0.01% 301

Other funds holding VTV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Balentine LLC
Balentine LLC Atlanta, Georgia $2.7B AUM 14.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Atticus Wealth Management's VTV Position: Q3 2026 in Review

Atticus Wealth Management reduced its Vanguard Morningstar Value ETF (VTV) stake by 1.1% in Q3 2026, selling an estimated $5.11K and leaving 1,991 shares worth $430K. The position accounts for 0.1% of the portfolio, ranked #124.

Atticus Wealth Management first reported a position in VTV in Q4 2020 and has held it in 24 quarters since. The position peaked at $977K in Q4 2025. 1,874 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

  • Atticus Wealth Management held 1,991 shares of Vanguard Morningstar Value ETF worth $430K as of Q3 2026.
  • Atticus Wealth Management sold 23 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $5.11K.
  • Vanguard Morningstar Value ETF made up 0.1% of Atticus Wealth Management's portfolio in Q3 2026, its #124 holding.
  • Atticus Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q4 2020 and has held it in 24 quarters since.
  • Atticus Wealth Management's Vanguard Morningstar Value ETF position peaked at $977K in Q4 2025.
  • 1,874 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.