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

Clarity Wealth 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
Q2 		$257K Buy
1,181
+66
+6% +$13.8K 0.05% 102
2026
Q1 		$219K Sell
1,115
-22
-2% -$4.41K 0.05% 102
2025
Q4 		$217K Sell
1,137
-45
-4% -$8.46K 0.04% 101
2025
Q3 		$220K Sell
1,182
-204
-15% -$36.9K 0.05% 94
2025
Q2 		$245K Sell
1,386
-11
-0.8% -$1.86K 0.06% 88
2025
Q1 		$241K Sell
1,397
-107
-7% -$18.7K 0.07% 87
2024
Q4 		$255K Buy
1,504
+149
+11% +$26.1K 0.07% 85
2024
Q3 		$237K Buy
+1,355
New +$227K 0.07% 88

Other funds holding VTV

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Clarity Wealth Advisors's VTV Position: Q2 2026 in Review

Clarity Wealth Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 5.9% in Q2 2026, buying an estimated $13.8K and bringing the position to 1,181 shares worth $257K. The position accounts for 0.05% of the portfolio, ranked #102.

Clarity Wealth Advisors first reported a position in VTV in Q3 2024 and has held it in 8 quarters since. 1,511 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Clarity Wealth Advisors held 1,181 shares of Vanguard Morningstar Value ETF worth $257K as of Q2 2026.
  • Clarity Wealth Advisors bought 66 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $13.8K.
  • Vanguard Morningstar Value ETF made up 0.05% of Clarity Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • Clarity Wealth Advisors first reported a position in Vanguard Morningstar Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,511 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.