BetterWealth’s Vanguard Morningstar Value ETF VTV Stock Holding History

BetterWealth’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	$401K	Hold	1,838	–	–	0.07%	55
2026 Q1	$361K	Buy	1,838 +110	+6%	+$22K	0.07%	52
2025 Q4	$330K	Hold	1,728	–	–	0.08%	43
2025 Q3	$322K	Sell	1,728 -667	-28%	-$121K	0.08%	45
2025 Q2	$423K	Hold	2,395	–	–	0.11%	38
2025 Q1	$414K	Sell	2,395 -57	-2%	-$9.94K	0.12%	37
2024 Q4	$415K	Hold	2,452	–	–	0.11%	45
2024 Q3	$428K	Hold	2,452	–	–	0.13%	40
2024 Q2	$393K	Hold	2,452	–	–	0.13%	42
2024 Q1	$399K	Hold	2,452	–	–	0.13%	43
2023 Q4	$367K	Hold	2,452	–	–	0.13%	45
2023 Q3	$338K	Hold	2,452	–	–	0.14%	35
2023 Q2	$348K	Hold	2,452	–	–	0.14%	33
2023 Q1	$339K	Hold	2,452	–	–	0.14%	34
2022 Q4	$344K	Hold	2,452	–	–	0.16%	28
2022 Q3	$303K	Hold	2,452	–	–	0.16%	30
2022 Q2	$323K	Hold	2,452	–	–	0.16%	31
2022 Q1	$362K	Hold	2,452	–	–	0.48%	20
2021 Q4	$361K	Buy	+2,452	New	+$350K	0.25%	25

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

BetterWealth's VTV Position: Q2 2026 in Review

BetterWealth held its Vanguard Morningstar Value ETF (VTV) position steady in Q2 2026 at 1,838 shares worth $401K. The position accounts for 0.07% of the portfolio, ranked #55.

BetterWealth first reported a position in VTV in Q4 2021 and has held it in 19 quarters since. The position peaked at $428K in Q3 2024. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

BetterWealth held 1,838 shares of Vanguard Morningstar Value ETF worth $401K as of Q2 2026.
BetterWealth left its Vanguard Morningstar Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Value ETF made up 0.07% of BetterWealth's portfolio in Q2 2026, its #55 holding.
BetterWealth first reported a position in Vanguard Morningstar Value ETF in Q4 2021 and has held it in 19 quarters since.
BetterWealth's Vanguard Morningstar Value ETF position peaked at $428K in Q3 2024.
2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on BetterWealth's 13F filing for Q2 2026, filed 22 Jul 2026.