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Destiny Wealth Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Destiny Wealth Partners’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 		$225K Sell
1,021
-6,870
-87% -$1.43M 0.03% 157
2026
Q1 		$1.55M Sell
7,891
-292
-4% -$58.5K 0.17% 82
2025
Q4 		$1.62M Sell
8,183
-260
-3% -$48.9K 0.19% 72
2025
Q3 		$1.57M Buy
8,443
+827
+11% +$150K 0.19% 73
2025
Q2 		$1.35M Buy
7,616
+3,955
+108% +$668K 0.18% 73
2025
Q1 		$632K Buy
3,661
+1,570
+75% +$274K 0.1% 98
2024
Q4 		$354K Buy
2,091
+419
+25% +$73.5K 0.06% 127
2024
Q3 		$292K Buy
1,672
+17
+1% +$2.85K 0.05% 130
2024
Q2 		$265K Sell
1,655
-389
-19% -$62.2K 0.05% 135
2024
Q1 		$333K Buy
2,044
+114
+6% +$17.6K 0.06% 119
2023
Q4 		$288K Hold
1,930
– – 0.05% 132
2023
Q3 		$266K Hold
1,930
– – 0.05% 141
2023
Q2 		$283K Buy
+1,930
New +$268K 0.05% 139
2023
Q1 		– Sell
-12
Closed -$1.68K – 644
2022
Q4 		$1.68K Buy
+12
New +$1.65K ﹤0.01% 628
2022
Q1 		– Sell
-53
Closed -$8K – 607
2021
Q4 		$8K Buy
+53
New +$7.57K ﹤0.01% 462

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

Destiny Wealth Partners's VTV Position: Q2 2026 in Review

Destiny Wealth Partners reduced its Vanguard Morningstar Value ETF (VTV) stake by 87% in Q2 2026, selling an estimated $1.43M and leaving 1,021 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #157.

Destiny Wealth Partners first reported a position in VTV in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.62M in Q4 2025. 2,786 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Destiny Wealth Partners held 1,021 shares of Vanguard Morningstar Value ETF worth $225K as of Q2 2026.
  • Destiny Wealth Partners sold 6,870 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $1.43M.
  • Vanguard Morningstar Value ETF made up 0.03% of Destiny Wealth Partners's portfolio in Q2 2026, its #157 holding.
  • Destiny Wealth Partners first reported a position in Vanguard Morningstar Value ETF in Q4 2021 and has held it in 15 quarters since.
  • Destiny Wealth Partners's Vanguard Morningstar Value ETF position peaked at $1.62M in Q4 2025.
  • 2,786 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.