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

Founders Grove 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	$9.7M	Buy	44,520 +835	+2%	+$174K	1.94%	14
2026 Q1	$8.57M	Buy	43,685 +186	+0.4%	+$37.2K	1.95%	15
2025 Q4	$8.31M	Buy	43,499 +273	+0.6%	+$51.4K	1.87%	15
2025 Q3	$8.06M	Sell	43,226 -663	-2%	-$120K	1.89%	17
2025 Q2	$7.76M	Buy	43,889 +2,608	+6%	+$441K	1.95%	14
2025 Q1	$7.13M	Buy	41,281 +2,786	+7%	+$486K	1.99%	13
2024 Q4	$6.52M	Buy	+38,495	New	+$6.76M	1.89%	16

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

Founders Grove Wealth Partners's VTV Position: Q2 2026 in Review

Founders Grove Wealth Partners increased its Vanguard Morningstar Value ETF (VTV) stake by 1.9% in Q2 2026, buying an estimated $174K and bringing the position to 44,520 shares worth $9.7M. The position accounts for 1.94% of the portfolio, ranked #14.

Founders Grove Wealth Partners first reported a position in VTV in Q4 2024 and has held it in 7 quarters since. 2,797 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Founders Grove Wealth Partners held 44,520 shares of Vanguard Morningstar Value ETF worth $9.7M as of Q2 2026.
Founders Grove Wealth Partners bought 835 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $174K.
Vanguard Morningstar Value ETF made up 1.94% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #14 holding.
Founders Grove Wealth Partners first reported a position in Vanguard Morningstar Value ETF in Q4 2024 and has held it in 7 quarters since.
2,797 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.