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Great Point Wealth Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Great Point Wealth Advisors’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 		$226K Buy
+1,037
New +$217K 0.04% 68
2025
Q1 		$338K Hold
1,955
– – 0.07% 49
2024
Q4 		$331K Buy
+1,955
New +$343K 0.07% 50

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 22.9% 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

Great Point Wealth Advisors's VTV Position: Q2 2026 in Review

Great Point Wealth Advisors opened a new position in Vanguard Morningstar Value ETF (VTV) in Q2 2026: 1,037 shares worth $226K. The stake represents 0.04% of the portfolio and ranks #68 among its holdings. This is a return to the name: Great Point Wealth Advisors previously reported a position in VTV as recently as Q1 2025.

Great Point Wealth Advisors first reported a position in VTV in Q4 2024 and has held it in 3 quarters since. The position peaked at $338K in Q1 2025. 2,808 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Great Point Wealth Advisors held 1,037 shares of Vanguard Morningstar Value ETF worth $226K as of Q2 2026.
  • Vanguard Morningstar Value ETF was a new Great Point Wealth Advisors position in Q2 2026.
  • Vanguard Morningstar Value ETF made up 0.04% of Great Point Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • Great Point Wealth Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2024 and has held it in 3 quarters since.
  • Great Point Wealth Advisors's Vanguard Morningstar Value ETF position peaked at $338K in Q1 2025.
  • 2,808 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.