Brady Martz Wealth Solutions
VTV icon

Brady Martz Wealth Solutions’s Vanguard Morningstar Value ETF VTV Stock Holding History

Brady Martz Wealth Solutions’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 		$824K Buy
3,813
+888
+30% +$197K 0.12% 113
2026
Q2 		$637K Sell
2,925
-246
-8% -$51.4K 0.1% 126
2026
Q1 		$622K Buy
3,171
+405
+15% +$81.1K 0.11% 117
2025
Q4 		$528K Buy
+2,766
New +$520K 0.09% 124

Other funds holding VTV

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Brady Martz Wealth Solutions's VTV Position: Q3 2026 in Review

Brady Martz Wealth Solutions increased its Vanguard Morningstar Value ETF (VTV) stake by 30% in Q3 2026, buying an estimated $197K and bringing the position to 3,813 shares worth $824K. The position accounts for 0.12% of the portfolio, ranked #113.

Brady Martz Wealth Solutions first reported a position in VTV in Q4 2025 and has held it in 4 quarters since. 2,577 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

  • Brady Martz Wealth Solutions held 3,813 shares of Vanguard Morningstar Value ETF worth $824K as of Q3 2026.
  • Brady Martz Wealth Solutions bought 888 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $197K.
  • Vanguard Morningstar Value ETF made up 0.12% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #113 holding.
  • Brady Martz Wealth Solutions first reported a position in Vanguard Morningstar Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 2,577 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.