BWM
VTV icon

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
Q3 		$851K Sell
3,936
-63
-2% -$14K 0.29% 36
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

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return

Buska Wealth Management's VTV Position: Q3 2026 in Review

Buska Wealth Management reduced its Vanguard Morningstar Value ETF (VTV) stake by 1.6% in Q3 2026, selling an estimated $14K and leaving 3,936 shares worth $851K. The position accounts for 0.29% of the portfolio, ranked #36.

Buska Wealth Management first reported a position in VTV in Q2 2024 and has held it in 10 quarters since. The position peaked at $951K in Q3 2025. 160 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

  • Buska Wealth Management held 3,936 shares of Vanguard Morningstar Value ETF worth $851K as of Q3 2026.
  • Buska Wealth Management sold 63 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $14K.
  • Vanguard Morningstar Value ETF made up 0.29% of Buska Wealth Management's portfolio in Q3 2026, its #36 holding.
  • Buska Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q2 2024 and has held it in 10 quarters since.
  • Buska Wealth Management's Vanguard Morningstar Value ETF position peaked at $951K in Q3 2025.
  • 160 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.