BlueSky Wealth Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

BlueSky Wealth Advisors’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	$47.7M	Buy	219,076 +31,164	+17%	+$6.51M	5.53%	3
2026 Q1	$36.9M	Buy	187,912 +183,586	+4,244%	+$36.8M	4.75%	5
2025 Q4	$826K	Hold	4,326	–	–	0.11%	48
2025 Q3	$807K	Buy	4,326 +127	+3%	+$23K	0.11%	48
2025 Q2	$742K	Hold	4,199	–	–	0.11%	48
2025 Q1	$725K	Hold	4,199	–	–	0.11%	47
2024 Q4	$711K	Hold	4,199	–	–	0.11%	49
2024 Q3	$733K	Sell	4,199 -49	-1%	-$8.2K	0.11%	49
2024 Q2	$681K	Buy	+4,248	New	+$679K	0.11%	48
2024 Q1	–	Sell	-4,199	Closed	-$628K	–	65
2023 Q4	$628K	Sell	4,199 -197	-4%	-$27.7K	0.12%	45
2023 Q3	$606K	Buy	4,396 +197	+5%	+$28.2K	0.12%	45
2023 Q2	$597K	Hold	4,199	–	–	0.12%	45
2023 Q1	$580K	Sell	4,199 -14	-0.3%	-$1.97K	0.12%	44
2022 Q4	$591K	Buy	4,213 +14	+0.3%	+$1.93K	0.13%	42
2022 Q3	$518K	Hold	4,199	–	–	0.12%	43
2022 Q2	$554K	Hold	4,199	–	–	0.12%	40
2022 Q1	$621K	Hold	4,199	–	–	0.12%	43
2021 Q4	$618K	Hold	4,199	–	–	0.11%	40
2021 Q3	$568K	Hold	4,199	–	–	0.11%	39
2021 Q2	$582K	Hold	4,199	–	–	0.11%	39
2021 Q1	$561K	Buy	+4,199	New	+$526K	0.13%	35

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

BlueSky Wealth Advisors's VTV Position: Q2 2026 in Review

BlueSky Wealth Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 17% in Q2 2026, buying an estimated $6.51M and bringing the position to 219,076 shares worth $47.7M. The position accounts for 5.53% of the portfolio, ranked #3.

BlueSky Wealth Advisors first reported a position in VTV in Q1 2021 and has held it in 21 quarters since. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

BlueSky Wealth Advisors held 219,076 shares of Vanguard Morningstar Value ETF worth $47.7M as of Q2 2026.
BlueSky Wealth Advisors bought 31,164 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $6.51M.
Vanguard Morningstar Value ETF made up 5.53% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #3 holding.
BlueSky Wealth Advisors first reported a position in Vanguard Morningstar Value ETF in Q1 2021 and has held it in 21 quarters since.
2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.