Clear Point Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Clear Point 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	$258K	Buy	+1,182	New	+$247K	0.23%	84
2026 Q1	–	Sell	-1,171	Closed	-$224K	–	142
2025 Q4	$224K	Buy	1,171 +7	+0.6%	+$1.32K	0.17%	117
2025 Q3	$217K	Buy	+1,164	New	+$211K	0.17%	110
2024 Q4	–	Sell	-1,060	Closed	-$185K	–	522
2024 Q3	$185K	Buy	1,060 +5	+0.5%	+$837	0.14%	111
2024 Q2	$169K	Hold	1,055	–	–	0.14%	111
2024 Q1	$172K	Buy	1,055 +3	+0.3%	+$462	0.14%	111
2023 Q4	$157K	Buy	+1,052	New	+$148K	0.14%	109

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

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

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

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

Clear Point Advisors's VTV Position: Q2 2026 in Review

Clear Point Advisors opened a new position in Vanguard Morningstar Value ETF (VTV) in Q2 2026: 1,182 shares worth $258K. The stake represents 0.23% of the portfolio and ranks #84 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in VTV as recently as Q4 2025.

Clear Point Advisors first reported a position in VTV in Q4 2023 and has held it in 7 quarters since. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Clear Point Advisors held 1,182 shares of Vanguard Morningstar Value ETF worth $258K as of Q2 2026.
Vanguard Morningstar Value ETF was a new Clear Point Advisors position in Q2 2026.
Vanguard Morningstar Value ETF made up 0.23% of Clear Point Advisors's portfolio in Q2 2026, its #84 holding.
Clear Point Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2023 and has held it in 7 quarters since.
2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.