Hantz Financial Services’s Vanguard Morningstar Value ETF VTV Stock Holding History

Hantz Financial Services’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	$811K	Sell	3,807 -565	-13%	-$118K	0.01%	570
2026 Q1	$850K	Buy	4,372 +378	+9%	+$75.7K	0.01%	517
2025 Q4	$758K	Buy	3,994 +945	+31%	+$178K	0.01%	532
2025 Q3	$566K	Buy	3,049 +409	+15%	+$74.1K	0.01%	544
2025 Q2	$467K	Sell	2,640 -634	-19%	-$107K	0.01%	523
2025 Q1	$566K	Buy	3,274 +2,621	+401%	+$457K	0.01%	491
2024 Q4	$111K	Buy	+653	New	+$115K	﹤0.01%	596
2024 Q2	–	Sell	-636	Closed	-$104K	–	1281
2024 Q1	$104K	Buy	+636	New	+$98K	﹤0.01%	603
2023 Q3	–	Sell	-1,448	Closed	-$206K	–	1193
2023 Q2	$206K	Sell	1,448 -237	-14%	-$32.9K	0.01%	538
2023 Q1	$233K	Sell	1,685 -51	-3%	-$7.16K	0.01%	533
2022 Q4	$244K	Buy	+1,736	New	+$239K	0.01%	522
2021 Q3	–	Sell	-15	Closed	-$2K	–	870
2021 Q2	$2K	Buy	+15	New	+$2.06K	﹤0.01%	769

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

Hantz Financial Services's VTV Position: Q2 2026 in Review

Hantz Financial Services reduced its Vanguard Morningstar Value ETF (VTV) stake by 13% in Q2 2026, selling an estimated $118K and leaving 3,807 shares worth $811K. The position accounts for 0.01% of the portfolio, ranked #570.

Hantz Financial Services first reported a position in VTV in Q2 2021 and has held it in 12 quarters since. The position peaked at $850K in Q1 2026. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Hantz Financial Services held 3,807 shares of Vanguard Morningstar Value ETF worth $811K as of Q2 2026.
Hantz Financial Services sold 565 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $118K.
Vanguard Morningstar Value ETF made up 0.01% of Hantz Financial Services's portfolio in Q2 2026, its #570 holding.
Hantz Financial Services first reported a position in Vanguard Morningstar Value ETF in Q2 2021 and has held it in 12 quarters since.
Hantz Financial Services's Vanguard Morningstar Value ETF position peaked at $850K in Q1 2026.
2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.