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Atwood & Palmer’s Vanguard Morningstar Value ETF VTV Stock Holding History

Atwood & Palmer’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 		$44.9K Hold
208
– – ﹤0.01% 272
2026
Q2 		$45.3K Hold
208
– – ﹤0.01% 255
2026
Q1 		$40.8K Sell
208
-88
-30% -$17.6K ﹤0.01% 260
2025
Q4 		$56.5K Hold
296
– – ﹤0.01% 228
2025
Q3 		$55.2K Buy
296
+69
+30% +$12.5K ﹤0.01% 237
2025
Q2 		$40.1K Buy
+227
New +$38.3K ﹤0.01% 254
2024
Q1 		– Sell
-2,180
Closed -$326K – 432
2023
Q4 		$326K Buy
+2,180
New +$307K 0.03% 127

Other funds holding VTV

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return

Atwood & Palmer's VTV Position: Q3 2026 in Review

Atwood & Palmer held its Vanguard Morningstar Value ETF (VTV) position steady in Q3 2026 at 208 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Atwood & Palmer first reported a position in VTV in Q4 2023 and has held it in 7 quarters since. The position peaked at $326K in Q4 2023. 160 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

  • Atwood & Palmer held 208 shares of Vanguard Morningstar Value ETF worth $44.9K as of Q3 2026.
  • Atwood & Palmer left its Vanguard Morningstar Value ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Value ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #272 holding.
  • Atwood & Palmer first reported a position in Vanguard Morningstar Value ETF in Q4 2023 and has held it in 7 quarters since.
  • Atwood & Palmer's Vanguard Morningstar Value ETF position peaked at $326K in Q4 2023.
  • 160 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.