FourThought Financial Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

FourThought Financial 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	$331K	Sell	1,520 -2	-0.1%	-$418	0.03%	257
2026 Q1	$299K	Hold	1,522	–	–	0.03%	265
2025 Q4	$291K	Buy	1,522 +1	+0.1%	+$188	0.02%	334
2025 Q3	$284K	Sell	1,521 -118	-7%	-$21.4K	0.02%	379
2025 Q2	$290K	Buy	1,639 +30	+2%	+$5.07K	0.03%	240
2025 Q1	$278K	Buy	1,609 +1	+0.1%	+$174	0.03%	251
2024 Q4	$272K	Sell	1,608 -1	-0.1%	-$175	0.03%	255
2024 Q3	$281K	Buy	1,609 +1	+0.1%	+$167	0.03%	156
2024 Q2	$258K	Buy	1,608 +184	+13%	+$29.4K	0.03%	166
2024 Q1	$232K	Hold	1,424	–	–	0.03%	288
2023 Q4	$213K	Buy	+1,424	New	+$200K	0.03%	302

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 22.9% 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

FourThought Financial Partners's VTV Position: Q2 2026 in Review

FourThought Financial Partners reduced its Vanguard Morningstar Value ETF (VTV) stake by 0.13% in Q2 2026, selling an estimated $418 and leaving 1,520 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #257.

FourThought Financial Partners first reported a position in VTV in Q4 2023 and has held it in 11 quarters since. 2,808 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

FourThought Financial Partners held 1,520 shares of Vanguard Morningstar Value ETF worth $331K as of Q2 2026.
FourThought Financial Partners sold 2 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $418.
Vanguard Morningstar Value ETF made up 0.03% of FourThought Financial Partners's portfolio in Q2 2026, its #257 holding.
FourThought Financial Partners first reported a position in Vanguard Morningstar Value ETF in Q4 2023 and has held it in 11 quarters since.
2,808 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.