Brian Low Financial Group’s Vanguard Morningstar Value ETF VTV Stock Holding History

Brian Low Financial Group’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	$854K	Sell	3,921 -97	-2%	-$20.3K	0.5%	63
2026 Q1	$788K	Sell	4,018 -427	-10%	-$85.5K	0.54%	64
2025 Q4	$849K	Sell	4,445 -441	-9%	-$83K	0.6%	55
2025 Q3	$911K	Sell	4,886 -569	-10%	-$103K	0.71%	50
2025 Q2	$964K	Buy	+5,455	New	+$921K	0.9%	26

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

Brian Low Financial Group's VTV Position: Q2 2026 in Review

Brian Low Financial Group reduced its Vanguard Morningstar Value ETF (VTV) stake by 2.4% in Q2 2026, selling an estimated $20.3K and leaving 3,921 shares worth $854K. The position accounts for 0.5% of the portfolio, ranked #63.

Brian Low Financial Group first reported a position in VTV in Q2 2025 and has held it in 5 quarters since. The position peaked at $964K in Q2 2025. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Brian Low Financial Group held 3,921 shares of Vanguard Morningstar Value ETF worth $854K as of Q2 2026.
Brian Low Financial Group sold 97 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $20.3K.
Vanguard Morningstar Value ETF made up 0.5% of Brian Low Financial Group's portfolio in Q2 2026, its #63 holding.
Brian Low Financial Group first reported a position in Vanguard Morningstar Value ETF in Q2 2025 and has held it in 5 quarters since.
Brian Low Financial Group's Vanguard Morningstar Value ETF position peaked at $964K in Q2 2025.
2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Brian Low Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.