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Clarity Retirement & Wealth’s Vanguard Morningstar Value ETF VTV Stock Holding History

Clarity Retirement & Wealth’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 		$1.51M Buy
6,938
+108
+2% +$22.6K 1.04% 17
2026
Q1 		$1.34M Buy
+6,830
New +$1.37M 1.08% 17

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clarity Retirement & Wealth's VTV Position: Q2 2026 in Review

Clarity Retirement & Wealth increased its Vanguard Morningstar Value ETF (VTV) stake by 1.6% in Q2 2026, buying an estimated $22.6K and bringing the position to 6,938 shares worth $1.51M. The position accounts for 1.04% of the portfolio, ranked #17.

Clarity Retirement & Wealth first reported a position in VTV in Q1 2026 and has held it in 2 quarters since. 2,792 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Clarity Retirement & Wealth held 6,938 shares of Vanguard Morningstar Value ETF worth $1.51M as of Q2 2026.
  • Clarity Retirement & Wealth bought 108 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $22.6K.
  • Vanguard Morningstar Value ETF made up 1.04% of Clarity Retirement & Wealth's portfolio in Q2 2026, its #17 holding.
  • Clarity Retirement & Wealth first reported a position in Vanguard Morningstar Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,792 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.