Daybright Advisory Services’s Vanguard Morningstar Value ETF VTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.97M Buy
8,956
+686
+8% +$143K 0.47% 39
2026
Q1
$1.62M Buy
8,270
+486
+6% +$97.3K 0.45% 39
2025
Q4
$1.49M Buy
+7,784
New +$1.46M 0.4% 43

Other funds holding VTV

Daybright Advisory Services's VTV Position: Q2 2026 in Review

Daybright Advisory Services increased its Vanguard Morningstar Value ETF (VTV) stake by 8.3% in Q2 2026, buying an estimated $143K and bringing the position to 8,956 shares worth $1.97M. The position accounts for 0.47% of the portfolio, ranked #39.

Daybright Advisory Services first reported a position in VTV in Q4 2025 and has held it in 3 quarters since. 2,792 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Daybright Advisory Services held 8,956 shares of Vanguard Morningstar Value ETF worth $1.97M as of Q2 2026.
  • Daybright Advisory Services bought 686 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $143K.
  • Vanguard Morningstar Value ETF made up 0.47% of Daybright Advisory Services's portfolio in Q2 2026, its #39 holding.
  • Daybright Advisory Services first reported a position in Vanguard Morningstar Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,792 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Daybright Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.