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Blom & Howell Financial Planning’s Vanguard Morningstar Value ETF VTV Stock Holding History

Blom & Howell Financial Planning’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 		$4.05M Sell
18,565
-4,726
-20% -$987K 3.37% 9
2026
Q1 		$4.57M Sell
23,291
-5,552
-19% -$1.11M 4.49% 8
2025
Q4 		$5.51M Buy
+28,843
New +$5.43M 5.47% 6

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Blom & Howell Financial Planning's VTV Position: Q2 2026 in Review

Blom & Howell Financial Planning reduced its Vanguard Morningstar Value ETF (VTV) stake by 20% in Q2 2026, selling an estimated $987K and leaving 18,565 shares worth $4.05M. The position accounts for 3.37% of the portfolio, ranked #9.

Blom & Howell Financial Planning first reported a position in VTV in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.51M in Q4 2025. 2,789 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Blom & Howell Financial Planning held 18,565 shares of Vanguard Morningstar Value ETF worth $4.05M as of Q2 2026.
  • Blom & Howell Financial Planning sold 4,726 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $987K.
  • Vanguard Morningstar Value ETF made up 3.37% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #9 holding.
  • Blom & Howell Financial Planning first reported a position in Vanguard Morningstar Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Blom & Howell Financial Planning's Vanguard Morningstar Value ETF position peaked at $5.51M in Q4 2025.
  • 2,789 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.