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

Crux 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	$265K	Buy	1,214 +6	+0.5%	+$1.25K	0.09%	167
2026 Q1	$237K	Buy	1,208 +6	+0.5%	+$1.2K	0.09%	163
2025 Q4	$229K	Buy	1,202 +13	+1%	+$2.44K	0.09%	161
2025 Q3	$222K	Sell	1,189 -11	-0.9%	-$1.99K	0.09%	161
2025 Q2	$212K	Hold	1,200	–	–	0.09%	159
2025 Q1	$207K	Buy	1,200 +11	+0.9%	+$1.92K	0.11%	166
2024 Q4	$201K	Buy	+1,189	New	+$209K	0.11%	147

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

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

Crux Wealth Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 0.5% in Q2 2026, buying an estimated $1.25K and bringing the position to 1,214 shares worth $265K. The position accounts for 0.09% of the portfolio, ranked #167.

Crux Wealth Advisors first reported a position in VTV in Q4 2024 and has held it in 7 quarters since. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Crux Wealth Advisors held 1,214 shares of Vanguard Morningstar Value ETF worth $265K as of Q2 2026.
Crux Wealth Advisors bought 6 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $1.25K.
Vanguard Morningstar Value ETF made up 0.09% of Crux Wealth Advisors's portfolio in Q2 2026, its #167 holding.
Crux Wealth Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2024 and has held it in 7 quarters since.
2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.