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

Certus 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
2025
Q3 		$6.73M Buy
36,071
+1,711
+5% +$310K 4.03% 11
2025
Q2 		$6.07M Buy
34,360
+27,088
+372% +$4.58M 3.91% 11
2025
Q1 		$1.25M Buy
7,272
+275
+4% +$48K 0.85% 26
2024
Q4 		$1.24M Sell
6,997
-134
-2% -$23.5K 0.83% 25
2024
Q3 		$1.24M Sell
7,131
-14,680
-67% -$2.46M 0.87% 24
2024
Q2 		$3.5M Sell
21,811
-1,069
-5% -$171K 2.66% 12
2024
Q1 		$3.61M Buy
22,880
+16,025
+234% +$2.47M 2.87% 10
2023
Q4 		$1.02M Hold
6,855
– – 0.87% 27
2023
Q3 		$946K Hold
6,855
– – 0.9% 26
2023
Q2 		$974K Buy
+6,855
New +$952K 0.97% 28

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Certus Wealth Management's VTV Position: Q3 2025 in Review

Certus Wealth Management increased its Vanguard Morningstar Value ETF (VTV) stake by 5% in Q3 2025, buying an estimated $310K and bringing the position to 36,071 shares worth $6.73M. The position accounts for 4.03% of the portfolio, ranked #11.

Certus Wealth Management first reported a position in VTV in Q2 2023 and has held it in 10 quarters since. 2,448 funds tracked by Wall St. Rank hold VTV as of Q3 2025.

  • Certus Wealth Management held 36,071 shares of Vanguard Morningstar Value ETF worth $6.73M as of Q3 2025.
  • Certus Wealth Management bought 1,711 Vanguard Morningstar Value ETF shares in Q3 2025, an estimated $310K.
  • Vanguard Morningstar Value ETF made up 4.03% of Certus Wealth Management's portfolio in Q3 2025, its #11 holding.
  • Certus Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q2 2023 and has held it in 10 quarters since.
  • 2,448 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.