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

Cedar 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 Q1	–	Sell	-198	Closed	-$37.8K	–	225
2025 Q4	$37.8K	Hold	198	–	–	0.01%	132
2025 Q3	$36.9K	Buy	198 +1	+0.5%	+$181	0.01%	135
2025 Q2	$34.8K	Buy	+197	New	+$33.3K	0.01%	127
2019 Q1	–	Sell	-229	Closed	-$22K	–	172
2018 Q4	$22K	Hold	229	–	–	0.02%	117
2018 Q3	$25K	Buy	+229	New	+$25K	0.01%	107

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Cedar Wealth Management's VTV Position: Q1 2026 in Review

Cedar Wealth Management sold out of Vanguard Morningstar Value ETF (VTV) in Q1 2026, closing a stake of 198 shares — an estimated $37.8K sold.

Cedar Wealth Management first reported a position in VTV in Q3 2018 and held it in 5 quarters. The position peaked at $37.8K in Q4 2025. 2,715 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

Cedar Wealth Management reported no remaining Vanguard Morningstar Value ETF position as of Q1 2026 after selling out during the quarter.
Cedar Wealth Management sold 198 Vanguard Morningstar Value ETF shares in Q1 2026, an estimated $37.8K.
Cedar Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q3 2018 and held it in 5 quarters.
Cedar Wealth Management's Vanguard Morningstar Value ETF position peaked at $37.8K in Q4 2025.
2,715 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.