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Dickmeyer Boyce Financial Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Dickmeyer Boyce Financial Management’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
Q3 		$4.15M Buy
19,185
+1,632
+9% +$363K 2.12% 11
2026
Q2 		$3.83M Buy
17,553
+38
+0.2% +$7.93K 1.98% 12
2026
Q1 		$3.44M Buy
+17,515
New +$3.51M 2.02% 11

Other funds holding VTV

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

Dickmeyer Boyce Financial Management's VTV Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management increased its Vanguard Morningstar Value ETF (VTV) stake by 9.3% in Q3 2026, buying an estimated $363K and bringing the position to 19,185 shares worth $4.15M. The position accounts for 2.12% of the portfolio, ranked #11.

Dickmeyer Boyce Financial Management first reported a position in VTV in Q1 2026 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 19,185 shares of Vanguard Morningstar Value ETF worth $4.15M as of Q3 2026.
  • Dickmeyer Boyce Financial Management bought 1,632 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $363K.
  • Vanguard Morningstar Value ETF made up 2.12% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #11 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Vanguard Morningstar Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.