Greenspring Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Greenspring 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	$2.14M	Buy	9,809 +20	+0.2%	+$4.18K	0.12%	92
2026 Q1	$1.92M	Sell	9,789 -996	-9%	-$199K	0.12%	88
2025 Q4	$2.06M	Buy	10,785 +9,399	+678%	+$1.77M	0.13%	82
2025 Q3	$258K	Buy	+1,386	New	+$251K	0.05%	96
2025 Q1	$239K	Hold	1,386	–	–	0.06%	86
2024 Q4	$235K	Hold	1,386	–	–	0.05%	81
2024 Q3	$242K	Hold	1,386	–	–	0.05%	79
2024 Q2	$222K	Hold	1,386	–	–	0.05%	70
2024 Q1	$226K	Hold	1,386	–	–	0.06%	69
2023 Q4	$207K	Buy	+1,386	New	+$195K	0.06%	74
2023 Q2	–	Sell	-7,041	Closed	-$972K	–	123
2023 Q1	$972K	Sell	7,041 -89	-1%	-$12.5K	0.21%	47
2022 Q4	$1M	Sell	7,130 -1,050	-13%	-$145K	0.27%	45
2022 Q3	$1.01M	Sell	8,180 -235	-3%	-$31.8K	0.31%	37
2022 Q2	$1.11M	Sell	8,415 -1,600	-16%	-$226K	0.33%	34
2022 Q1	$1.48M	Buy	10,015 +367	+4%	+$53.5K	0.39%	28
2021 Q4	$1.42M	Buy	+9,648	New	+$1.38M	0.37%	27

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

Greenspring Advisors's VTV Position: Q2 2026 in Review

Greenspring Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 0.2% in Q2 2026, buying an estimated $4.18K and bringing the position to 9,809 shares worth $2.14M. The position accounts for 0.12% of the portfolio, ranked #92.

Greenspring Advisors first reported a position in VTV in Q4 2021 and has held it in 16 quarters since. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Greenspring Advisors held 9,809 shares of Vanguard Morningstar Value ETF worth $2.14M as of Q2 2026.
Greenspring Advisors bought 20 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $4.18K.
Vanguard Morningstar Value ETF made up 0.12% of Greenspring Advisors's portfolio in Q2 2026, its #92 holding.
Greenspring Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2021 and has held it in 16 quarters since.
2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.