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Golden Bell Financial Planning’s Vanguard Morningstar Value ETF VTV Stock Holding History

Golden Bell Financial Planning’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 Buy
1,115
+5
+0.5% +$1.04K 0.18% 38
2026
Q1 		$218K Buy
1,110
+5
+0.5% +$1K 0.17% 36
2025
Q4 		$211K Buy
1,105
+9
+0.8% +$1.69K 0.18% 36
2025
Q3 		$204K Buy
+1,096
New +$198K 0.18% 35

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Golden Bell Financial Planning's VTV Position: Q2 2026 in Review

Golden Bell Financial Planning increased its Vanguard Morningstar Value ETF (VTV) stake by 0.45% in Q2 2026, buying an estimated $1.04K and bringing the position to 1,115 shares worth $243K. The position accounts for 0.18% of the portfolio, ranked #38.

Golden Bell Financial Planning first reported a position in VTV in Q3 2025 and has held it in 4 quarters since. 2,800 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Golden Bell Financial Planning held 1,115 shares of Vanguard Morningstar Value ETF worth $243K as of Q2 2026.
  • Golden Bell Financial Planning bought 5 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $1.04K.
  • Vanguard Morningstar Value ETF made up 0.18% of Golden Bell Financial Planning's portfolio in Q2 2026, its #38 holding.
  • Golden Bell Financial Planning first reported a position in Vanguard Morningstar Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,800 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Golden Bell Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.