Hardy Reed’s Vanguard Morningstar Value ETF VTV Stock Holding History

Hardy Reed’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	$9.44M	Buy	43,336 +55	+0.1%	+$11.5K	0.61%	26
2026 Q1	$8.49M	Hold	43,281	–	–	0.62%	24
2025 Q4	$8.27M	Hold	43,281	–	–	0.59%	27
2025 Q3	$8.07M	Buy	43,281 +50	+0.1%	+$9.05K	0.59%	24
2025 Q2	$7.64M	Hold	43,231	–	–	0.61%	22
2025 Q1	$7.47M	Hold	43,231	–	–	0.66%	21
2024 Q4	$7.32M	Hold	43,231	–	–	0.64%	21
2024 Q3	$7.55M	Buy	43,231 +1,580	+4%	+$265K	0.68%	21
2024 Q2	$6.68M	Buy	41,651 +600	+1%	+$95.9K	0.67%	21
2024 Q1	$6.69M	Buy	41,051 +13,350	+48%	+$2.06M	0.83%	17
2023 Q4	$4.14M	Buy	27,701 +16,390	+145%	+$2.31M	0.56%	23
2023 Q3	$1.56M	Hold	11,311	–	–	0.28%	26
2023 Q2	$1.61M	Sell	11,311 -47,546	-81%	-$6.6M	0.28%	26
2023 Q1	$8.13M	Hold	58,857	–	–	1.43%	11
2022 Q4	$8.26M	Buy	+58,857	New	+$8.11M	1.56%	10
2022 Q1	–	Sell	-21,000	Closed	-$3.09M	–	110
2021 Q4	$3.09M	Hold	21,000	–	–	0.51%	20
2021 Q3	$2.84M	Hold	21,000	–	–	0.51%	21
2021 Q2	$2.89M	Hold	21,000	–	–	0.51%	21
2021 Q1	$2.76M	Buy	+21,000	New	+$2.63M	0.53%	20

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

Hardy Reed's VTV Position: Q2 2026 in Review

Hardy Reed increased its Vanguard Morningstar Value ETF (VTV) stake by 0.13% in Q2 2026, buying an estimated $11.5K and bringing the position to 43,336 shares worth $9.44M. The position accounts for 0.61% of the portfolio, ranked #26.

Hardy Reed first reported a position in VTV in Q1 2021 and has held it in 19 quarters since. 2,789 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Hardy Reed held 43,336 shares of Vanguard Morningstar Value ETF worth $9.44M as of Q2 2026.
Hardy Reed bought 55 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $11.5K.
Vanguard Morningstar Value ETF made up 0.61% of Hardy Reed's portfolio in Q2 2026, its #26 holding.
Hardy Reed first reported a position in Vanguard Morningstar Value ETF in Q1 2021 and has held it in 19 quarters since.
2,789 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Hardy Reed's 13F filing for Q2 2026, filed 3 Aug 2026.