Cardinal Strategic Wealth Guidance’s Vanguard Morningstar Value ETF VTV Stock Holding History

Cardinal Strategic Wealth Guidance’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	$37.7K	Hold	173	–	–	0.01%	62
2026 Q1	$33.9K	Hold	173	–	–	0.01%	56
2025 Q4	$33K	Sell	173 -30	-15%	-$5.64K	0.01%	56
2025 Q3	$38K	Hold	203	–	–	0.01%	54
2025 Q2	$36.1K	Hold	203	–	–	0.01%	56
2025 Q1	$35.1K	Hold	203	–	–	0.01%	54
2024 Q4	$34.4K	Buy	+203	New	+$35.6K	0.01%	70
2023 Q1	–	Sell	-235	Closed	-$33K	–	95
2022 Q4	$33K	Buy	+235	New	+$32.4K	0.02%	77

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 22.9% 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

Cardinal Strategic Wealth Guidance's VTV Position: Q2 2026 in Review

Cardinal Strategic Wealth Guidance held its Vanguard Morningstar Value ETF (VTV) position steady in Q2 2026 at 173 shares worth $37.7K. The position accounts for 0.01% of the portfolio, ranked #62.

Cardinal Strategic Wealth Guidance first reported a position in VTV in Q4 2022 and has held it in 8 quarters since. The position peaked at $38K in Q3 2025. 2,808 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Cardinal Strategic Wealth Guidance held 173 shares of Vanguard Morningstar Value ETF worth $37.7K as of Q2 2026.
Cardinal Strategic Wealth Guidance left its Vanguard Morningstar Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Value ETF made up 0.01% of Cardinal Strategic Wealth Guidance's portfolio in Q2 2026, its #62 holding.
Cardinal Strategic Wealth Guidance first reported a position in Vanguard Morningstar Value ETF in Q4 2022 and has held it in 8 quarters since.
Cardinal Strategic Wealth Guidance's Vanguard Morningstar Value ETF position peaked at $38K in Q3 2025.
2,808 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2026, filed 30 Jul 2026.