Buska Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Buska Wealth Management’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	$872K	Buy	3,999 +7	+0.2%	+$1.46K	0.31%	35
2026 Q1	$783K	Sell	3,992 -569	-12%	-$114K	0.31%	30
2025 Q4	$871K	Sell	4,561 -538	-11%	-$101K	0.32%	30
2025 Q3	$951K	Buy	5,099 +227	+5%	+$41.1K	0.29%	28
2025 Q2	$861K	Buy	4,872 +28	+0.6%	+$4.73K	0.24%	30
2025 Q1	$837K	Buy	4,844 +147	+3%	+$25.6K	0.26%	31
2024 Q4	$795K	Buy	4,697 +533	+13%	+$93.5K	0.25%	30
2024 Q3	$727K	Buy	4,164 +2,370	+132%	+$397K	0.25%	31
2024 Q2	$288K	Buy	+1,794	New	+$287K	0.11%	42

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

Buska Wealth Management's VTV Position: Q2 2026 in Review

Buska Wealth Management increased its Vanguard Morningstar Value ETF (VTV) stake by 0.18% in Q2 2026, buying an estimated $1.46K and bringing the position to 3,999 shares worth $872K. The position accounts for 0.31% of the portfolio, ranked #35.

Buska Wealth Management first reported a position in VTV in Q2 2024 and has held it in 9 quarters since. The position peaked at $951K in Q3 2025. 2,786 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Buska Wealth Management held 3,999 shares of Vanguard Morningstar Value ETF worth $872K as of Q2 2026.
Buska Wealth Management bought 7 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $1.46K.
Vanguard Morningstar Value ETF made up 0.31% of Buska Wealth Management's portfolio in Q2 2026, its #35 holding.
Buska Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q2 2024 and has held it in 9 quarters since.
Buska Wealth Management's Vanguard Morningstar Value ETF position peaked at $951K in Q3 2025.
2,786 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Buska Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.