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Clear Retirement Advice’s Vanguard Morningstar Value ETF VTV Stock Holding History

Clear Retirement Advice’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 		$839K Sell
3,848
-3
-0.1% -$626 0.57% 26
2026
Q1 		$756K Hold
3,851
– – 0.59% 25
2025
Q4 		$784K Buy
+3,851
New +$724K 0.61% 25

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

Clear Retirement Advice's VTV Position: Q2 2026 in Review

Clear Retirement Advice reduced its Vanguard Morningstar Value ETF (VTV) stake by 0.08% in Q2 2026, selling an estimated $626 and leaving 3,848 shares worth $839K. The position accounts for 0.57% of the portfolio, ranked #26.

Clear Retirement Advice first reported a position in VTV in Q4 2025 and has held it in 3 quarters since. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Clear Retirement Advice held 3,848 shares of Vanguard Morningstar Value ETF worth $839K as of Q2 2026.
  • Clear Retirement Advice sold 3 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $626.
  • Vanguard Morningstar Value ETF made up 0.57% of Clear Retirement Advice's portfolio in Q2 2026, its #26 holding.
  • Clear Retirement Advice first reported a position in Vanguard Morningstar Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Clear Retirement Advice's 13F filing for Q2 2026, filed 15 Jul 2026.