Equita Financial Network’s Vanguard Morningstar Value ETF VTV Stock Holding History

Equita Financial Network’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	$386K	Sell	1,773 -194	-10%	-$40.5K	0.11%	69
2026 Q1	$386K	Sell	1,967 -459	-19%	-$91.9K	0.12%	66
2025 Q4	$463K	Buy	2,426 +845	+53%	+$159K	0.14%	63
2025 Q3	$295K	Buy	+1,581	New	+$286K	0.1%	74
2024 Q3	–	Sell	-1,446	Closed	-$232K	–	87
2024 Q2	$232K	Buy	+1,446	New	+$231K	0.1%	70

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

Equita Financial Network's VTV Position: Q2 2026 in Review

Equita Financial Network reduced its Vanguard Morningstar Value ETF (VTV) stake by 9.9% in Q2 2026, selling an estimated $40.5K and leaving 1,773 shares worth $386K. The position accounts for 0.11% of the portfolio, ranked #69.

Equita Financial Network first reported a position in VTV in Q2 2024 and has held it in 5 quarters since. The position peaked at $463K in Q4 2025. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Equita Financial Network held 1,773 shares of Vanguard Morningstar Value ETF worth $386K as of Q2 2026.
Equita Financial Network sold 194 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $40.5K.
Vanguard Morningstar Value ETF made up 0.11% of Equita Financial Network's portfolio in Q2 2026, its #69 holding.
Equita Financial Network first reported a position in Vanguard Morningstar Value ETF in Q2 2024 and has held it in 5 quarters since.
Equita Financial Network's Vanguard Morningstar Value ETF position peaked at $463K in Q4 2025.
2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.