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

DHJJ 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 Q2	$447K	Buy	2,052 +553	+37%	+$115K	0.13%	123
2026 Q1	$294K	Buy	1,499 +257	+21%	+$51.5K	0.1%	158
2025 Q4	$237K	Buy	1,242 +684	+123%	+$129K	0.08%	168
2025 Q3	$104K	Buy	558 +193	+53%	+$34.9K	0.04%	254
2025 Q2	$64.5K	Hold	365	–	–	0.02%	312
2025 Q1	$63.1K	Buy	365 +285	+356%	+$49.7K	0.03%	286
2024 Q4	$13.5K	Hold	80	–	–	0.01%	461
2024 Q3	$14K	Hold	80	–	–	0.01%	459
2024 Q2	$12.8K	Hold	80	–	–	0.01%	429
2024 Q1	$13K	Hold	80	–	–	0.01%	418
2023 Q4	$12K	Hold	80	–	–	0.01%	423
2023 Q3	$11K	Buy	+80	New	+$11.5K	0.01%	424

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

DHJJ Financial Advisors's VTV Position: Q2 2026 in Review

DHJJ Financial Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 37% in Q2 2026, buying an estimated $115K and bringing the position to 2,052 shares worth $447K. The position accounts for 0.13% of the portfolio, ranked #123.

DHJJ Financial Advisors first reported a position in VTV in Q3 2023 and has held it in 12 quarters since. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

DHJJ Financial Advisors held 2,052 shares of Vanguard Morningstar Value ETF worth $447K as of Q2 2026.
DHJJ Financial Advisors bought 553 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $115K.
Vanguard Morningstar Value ETF made up 0.13% of DHJJ Financial Advisors's portfolio in Q2 2026, its #123 holding.
DHJJ Financial Advisors first reported a position in Vanguard Morningstar Value ETF in Q3 2023 and has held it in 12 quarters since.
2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.