Future Financial Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Future Financial Wealth 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
2025 Q4	–	Sell	-494	Closed	-$92.1K	–	433
2025 Q3	$92.1K	Hold	494	–	–	0.06%	181
2025 Q2	$87.3K	Hold	494	–	–	0.06%	175
2025 Q1	$85.3K	Hold	494	–	–	0.06%	170
2024 Q4	$83.6K	Hold	494	–	–	0.06%	175
2024 Q3	$86.2K	Buy	+494	New	+$82.7K	0.06%	185
2024 Q2	–	Sell	-744	Closed	-$121K	–	466
2024 Q1	$121K	Sell	744 -21,632	-97%	-$3.33M	0.09%	152
2023 Q4	$3.35M	Buy	22,376 +111	+0.5%	+$15.6K	3.32%	7
2023 Q3	$3.07M	Buy	22,265 +338	+2%	+$48.4K	3.4%	5
2023 Q2	$3.12M	Buy	21,927 +11,007	+101%	+$1.53M	3.28%	7
2023 Q1	$1.52M	Buy	+10,920	New	+$1.53M	1.68%	17
2022 Q2	–	Sell	-85	Closed	-$13K	–	472
2022 Q1	$13K	Hold	85	–	–	0.01%	409
2021 Q4	$13K	Buy	+85	New	+$12.1K	0.01%	409

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Future Financial Wealth Management's VTV Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Vanguard Morningstar Value ETF (VTV) in Q4 2025, closing a stake of 494 shares — an estimated $92.1K sold.

Future Financial Wealth Management first reported a position in VTV in Q4 2021 and held it in 12 quarters. The position peaked at $3.35M in Q4 2023. 2,660 funds tracked by Wall St. Rank hold VTV as of Q4 2025.

Future Financial Wealth Management reported no remaining Vanguard Morningstar Value ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 494 Vanguard Morningstar Value ETF shares in Q4 2025, an estimated $92.1K.
Future Financial Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q4 2021 and held it in 12 quarters.
Future Financial Wealth Management's Vanguard Morningstar Value ETF position peaked at $3.35M in Q4 2023.
2,660 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.