BLVD Private Wealth
VTV icon

BLVD Private Wealth’s Vanguard Morningstar Value ETF VTV Stock Holding History

BLVD Private Wealth’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 		$2.41M Buy
11,149
+2,144
+24% +$476K 1.79% 12
2026
Q2 		$1.96M Buy
9,005
+410
+5% +$85.6K 1.46% 23
2026
Q1 		$1.69M Buy
8,595
+1,280
+17% +$256K 1.47% 20
2025
Q4 		$1.4M Buy
7,315
+981
+15% +$185K 1.22% 25
2025
Q3 		$1.18M Buy
6,334
+1,758
+38% +$318K 1.01% 28
2025
Q2 		$809K Buy
+4,576
New +$773K 0.76% 30

Other funds holding VTV

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Thrive Wealth Management
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

BLVD Private Wealth's VTV Position: Q3 2026 in Review

BLVD Private Wealth increased its Vanguard Morningstar Value ETF (VTV) stake by 24% in Q3 2026, buying an estimated $476K and bringing the position to 11,149 shares worth $2.41M. The position accounts for 1.79% of the portfolio, ranked #12.

BLVD Private Wealth first reported a position in VTV in Q2 2025 and has held it in 6 quarters since. 831 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

  • BLVD Private Wealth held 11,149 shares of Vanguard Morningstar Value ETF worth $2.41M as of Q3 2026.
  • BLVD Private Wealth bought 2,144 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $476K.
  • Vanguard Morningstar Value ETF made up 1.79% of BLVD Private Wealth's portfolio in Q3 2026, its #12 holding.
  • BLVD Private Wealth first reported a position in Vanguard Morningstar Value ETF in Q2 2025 and has held it in 6 quarters since.
  • 831 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on BLVD Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.