Cedar Mountain Advisors
VTV icon

Cedar Mountain Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Cedar Mountain 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
Q3 		$1.2M Sell
5,572
-28
-0.5% -$6.22K 0.2% 40
2026
Q2 		$1.22M Hold
5,600
– – 0.21% 34
2026
Q1 		$1.1M Sell
5,600
-6
-0.1% -$1.2K 0.21% 33
2025
Q4 		$1.07M Hold
5,606
– – 0.21% 34
2025
Q3 		$1.05M Hold
5,606
– – 0.2% 34
2025
Q2 		$991K Hold
5,606
– – 0.21% 30
2025
Q1 		$968K Sell
5,606
-226
-4% -$39.4K 0.22% 31
2024
Q4 		$987K Hold
5,832
– – 0.22% 32
2024
Q3 		$1.02M Buy
5,832
+5,068
+663% +$849K 0.23% 29
2024
Q2 		$123K Hold
764
– – 0.03% 54
2024
Q1 		$124K Hold
764
– – 0.03% 54
2023
Q4 		$114K Sell
764
-325
-30% -$45.7K 0.03% 54
2023
Q3 		$150K Sell
1,089
-1
-0.1% -$143 0.04% 50
2023
Q2 		$155K Sell
1,090
-3,288
-75% -$457K 0.04% 49
2023
Q1 		$605K Sell
4,378
-57,855
-93% -$8.12M 0.18% 27
2022
Q4 		$8.74M Sell
62,233
-1,188
-2% -$164K 2.74% 11
2022
Q3 		$7.83M Buy
63,421
+3,464
+6% +$468K 2.61% 11
2022
Q2 		$7.91M Buy
59,957
+578
+1% +$81.5K 2.71% 11
2022
Q1 		$8.78M Buy
59,379
+2,513
+4% +$367K 2.59% 11
2021
Q4 		$8.37M Buy
56,866
+2,325
+4% +$332K 2.57% 9
2021
Q3 		$7.38M Buy
54,541
+3,026
+6% +$421K 2.46% 9
2021
Q2 		$7.08M Buy
51,515
+50,760
+6,723% +$6.97M 2.34% 10
2021
Q1 		$99K Hold
755
– – 0.03% 52
2020
Q4 		$90K Hold
755
– – 0.03% 52
2020
Q3 		$79K Hold
755
– – 0.03% 51
2020
Q2 		$75K Hold
755
– – 0.03% 51
2020
Q1 		$67K Hold
755
– – 0.03% 49
2019
Q4 		$90K Buy
+755
New +$87.2K 0.04% 49

Other funds holding VTV

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Cedar Mountain Advisors's VTV Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its Vanguard Morningstar Value ETF (VTV) stake by 0.5% in Q3 2026, selling an estimated $6.22K and leaving 5,572 shares worth $1.2M. The position accounts for 0.2% of the portfolio, ranked #40.

Cedar Mountain Advisors first reported a position in VTV in Q4 2019 and has held it in 28 quarters since. The position peaked at $8.78M in Q1 2022. 1,008 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

  • Cedar Mountain Advisors held 5,572 shares of Vanguard Morningstar Value ETF worth $1.2M as of Q3 2026.
  • Cedar Mountain Advisors sold 28 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $6.22K.
  • Vanguard Morningstar Value ETF made up 0.2% of Cedar Mountain Advisors's portfolio in Q3 2026, its #40 holding.
  • Cedar Mountain Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2019 and has held it in 28 quarters since.
  • Cedar Mountain Advisors's Vanguard Morningstar Value ETF position peaked at $8.78M in Q1 2022.
  • 1,008 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.