Colton Groome Financial Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Colton Groome Financial 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 Q3	$282K	Sell	1,305 -100	-7%	-$22.2K	0.07%	126
2026 Q2	$306K	Hold	1,405	–	–	0.07%	133
2026 Q1	$276K	Sell	1,405 -65	-4%	-$13K	0.08%	115
2025 Q4	$281K	Buy	1,470 +27	+2%	+$5.08K	0.08%	116
2025 Q3	$269K	Sell	1,443 -398	-22%	-$72.1K	0.08%	113
2025 Q2	$325K	Buy	1,841 +45	+3%	+$7.6K	0.11%	100
2025 Q1	$299K	Sell	1,796 -313	-15%	-$54.6K	0.12%	95
2024 Q4	$357K	Sell	2,109 -375	-15%	-$65.8K	0.14%	85
2024 Q3	$434K	Sell	2,484 -100	-4%	-$16.7K	0.16%	82
2024 Q2	$414K	Sell	2,584 -81	-3%	-$12.9K	0.16%	74
2024 Q1	$434K	Sell	2,665 -348	-12%	-$53.6K	0.17%	75
2023 Q4	$450K	Buy	+3,013	New	+$424K	0.2%	74

Other funds holding VTV

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Colton Groome Financial Advisors's VTV Position: Q3 2026 in Review

Colton Groome Financial Advisors reduced its Vanguard Morningstar Value ETF (VTV) stake by 7.1% in Q3 2026, selling an estimated $22.2K and leaving 1,305 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #126.

Colton Groome Financial Advisors first reported a position in VTV in Q4 2023 and has held it in 12 quarters since. The position peaked at $450K in Q4 2023. 467 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

Colton Groome Financial Advisors held 1,305 shares of Vanguard Morningstar Value ETF worth $282K as of Q3 2026.
Colton Groome Financial Advisors sold 100 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $22.2K.
Vanguard Morningstar Value ETF made up 0.07% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #126 holding.
Colton Groome Financial Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2023 and has held it in 12 quarters since.
Colton Groome Financial Advisors's Vanguard Morningstar Value ETF position peaked at $450K in Q4 2023.
467 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.