Cambridge Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Cambridge Advisors’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	$621K	Hold	2,850	–	–	0.11%	112
2026 Q1	$559K	Hold	2,850	–	–	0.11%	113
2025 Q4	$544K	Hold	2,850	–	–	0.1%	116
2025 Q3	$531K	Hold	2,850	–	–	0.1%	115
2025 Q2	$504K	Hold	2,850	–	–	0.11%	116
2025 Q1	$492K	Hold	2,850	–	–	0.11%	114
2024 Q4	$483K	Hold	2,850	–	–	0.11%	115
2024 Q3	$498K	Hold	2,850	–	–	0.11%	119
2024 Q2	$457K	Hold	2,850	–	–	0.11%	122
2024 Q1	$464K	Hold	2,850	–	–	0.11%	123
2023 Q4	$426K	Hold	2,850	–	–	0.11%	123
2023 Q3	$393K	Sell	2,850 -170	-6%	-$24.4K	0.11%	122
2023 Q2	$429K	Buy	+3,020	New	+$419K	0.11%	117

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

Cambridge Advisors's VTV Position: Q2 2026 in Review

Cambridge Advisors held its Vanguard Morningstar Value ETF (VTV) position steady in Q2 2026 at 2,850 shares worth $621K. The position accounts for 0.11% of the portfolio, ranked #112.

Cambridge Advisors first reported a position in VTV in Q2 2023 and has held it in 13 quarters since. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Cambridge Advisors held 2,850 shares of Vanguard Morningstar Value ETF worth $621K as of Q2 2026.
Cambridge Advisors left its Vanguard Morningstar Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Value ETF made up 0.11% of Cambridge Advisors's portfolio in Q2 2026, its #112 holding.
Cambridge Advisors first reported a position in Vanguard Morningstar Value ETF in Q2 2023 and has held it in 13 quarters since.
2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.