Elevation Advisory Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Elevation Advisory 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	$243K	Sell	1,120 -243	-18%	-$50.7K	0.25%	45
2026 Q1	$270K	Buy	+1,363	New	+$273K	0.25%	64

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

Elevation Advisory Partners's VTV Position: Q2 2026 in Review

Elevation Advisory Partners reduced its Vanguard Morningstar Value ETF (VTV) stake by 18% in Q2 2026, selling an estimated $50.7K and leaving 1,120 shares worth $243K. The position accounts for 0.25% of the portfolio, ranked #45.

Elevation Advisory Partners first reported a position in VTV in Q1 2026 and has held it in 2 quarters since. The position peaked at $270K in Q1 2026. 2,784 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Elevation Advisory Partners held 1,120 shares of Vanguard Morningstar Value ETF worth $243K as of Q2 2026.
Elevation Advisory Partners sold 243 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $50.7K.
Vanguard Morningstar Value ETF made up 0.25% of Elevation Advisory Partners's portfolio in Q2 2026, its #45 holding.
Elevation Advisory Partners first reported a position in Vanguard Morningstar Value ETF in Q1 2026 and has held it in 2 quarters since.
Elevation Advisory Partners's Vanguard Morningstar Value ETF position peaked at $270K in Q1 2026.
2,784 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Elevation Advisory Partners's 13F filing for Q2 2026, filed 13 Aug 2026.