Coyle Financial Counsel’s Vanguard Morningstar Value ETF VTV Stock Holding History

Coyle Financial Counsel’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	$321K	Buy	+1,474	New	+$308K	0.06%	102
2021 Q1	–	Sell	-91,412	Closed	-$10.9M	–	63
2020 Q4	$10.9M	Buy	91,412 +1,468	+2%	+$165K	7.98%	3
2020 Q3	$9.4M	Buy	89,944 +1,371	+2%	+$144K	7.86%	3
2020 Q2	$8.82M	Buy	88,573 +207	+0.2%	+$20.3K	8.15%	3
2020 Q1	$7.87M	Buy	88,366 +286	+0.3%	+$31.4K	9.84%	1
2019 Q4	$10.6M	Sell	88,080 -381	-0.4%	-$44K	9.81%	1
2019 Q3	$9.87M	Sell	88,461 -3,328	-4%	-$368K	10.03%	1
2019 Q2	$10.2M	Sell	91,789 -758	-0.8%	-$82.8K	9.09%	1
2019 Q1	$9.96M	Sell	92,547 -1,466	-2%	-$154K	9.63%	1
2018 Q4	$9.21M	Sell	94,013 -1,003	-1%	-$105K	9.73%	1
2018 Q3	$10.5M	Sell	95,016 -2,623	-3%	-$286K	11.69%	1
2018 Q2	$10.1M	Sell	97,639 -2,137	-2%	-$224K	9.5%	1
2018 Q1	$10.3M	Buy	99,776 +475	+0.5%	+$51K	10.69%	1
2017 Q4	$10.6M	Buy	+99,301	New	+$10.2M	12.1%	1
2017 Q2	$9.7M	Sell	100,486 -31,453	-24%	-$3.01M	12.97%	1
2017 Q1	$12.6M	Buy	131,939 +25,106	+24%	+$2.39M	16.41%	1
2016 Q4	$9.94M	Buy	+106,833	New	+$9.57M	21.42%	1

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

Coyle Financial Counsel's VTV Position: Q2 2026 in Review

Coyle Financial Counsel opened a new position in Vanguard Morningstar Value ETF (VTV) in Q2 2026: 1,474 shares worth $321K. The stake represents 0.06% of the portfolio and ranks #102 among its holdings. This is a return to the name: Coyle Financial Counsel previously reported a position in VTV as recently as Q4 2020.

Coyle Financial Counsel first reported a position in VTV in Q4 2016 and has held it in 17 quarters since. The position peaked at $12.6M in Q1 2017. 2,802 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Coyle Financial Counsel held 1,474 shares of Vanguard Morningstar Value ETF worth $321K as of Q2 2026.
Vanguard Morningstar Value ETF was a new Coyle Financial Counsel position in Q2 2026.
Vanguard Morningstar Value ETF made up 0.06% of Coyle Financial Counsel's portfolio in Q2 2026, its #102 holding.
Coyle Financial Counsel first reported a position in Vanguard Morningstar Value ETF in Q4 2016 and has held it in 17 quarters since.
Coyle Financial Counsel's Vanguard Morningstar Value ETF position peaked at $12.6M in Q1 2017.
2,802 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Coyle Financial Counsel's 13F filing for Q2 2026, filed 7 Aug 2026.