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 Q3	$397K	Hold	1,838	–	–	0.07%	53
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%	-$9.9K	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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

BetterWealth's VTV Position: Q3 2026 in Review

BetterWealth held its Vanguard Morningstar Value ETF (VTV) position steady in Q3 2026 at 1,838 shares worth $397K. The position accounts for 0.07% of the portfolio, ranked #53.

BetterWealth first reported a position in VTV in Q4 2021 and has held it in 20 quarters since. The position peaked at $428K in Q3 2024. 923 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

BetterWealth held 1,838 shares of Vanguard Morningstar Value ETF worth $397K as of Q3 2026.
BetterWealth left its Vanguard Morningstar Value ETF share count unchanged in Q3 2026.
Vanguard Morningstar Value ETF made up 0.07% of BetterWealth's portfolio in Q3 2026, its #53 holding.
BetterWealth first reported a position in Vanguard Morningstar Value ETF in Q4 2021 and has held it in 20 quarters since.
BetterWealth's Vanguard Morningstar Value ETF position peaked at $428K in Q3 2024.
923 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on BetterWealth's 13F filing for Q3 2026, filed 15 Oct 2026.