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HFM Investment Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

HFM Investment 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 		$8.67K Hold
40
– – ﹤0.01% 125
2026
Q1 		$7.81K Hold
40
– – ﹤0.01% 131
2025
Q4 		$7.6K Hold
40
– – ﹤0.01% 142
2025
Q3 		$7.42K Sell
40
-1
-2% -$181 ﹤0.01% 102
2025
Q2 		$7.21K Hold
41
– – ﹤0.01% 101
2025
Q1 		$7.07K Buy
+41
New +$7.15K ﹤0.01% 92

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
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HFM Investment Advisors's VTV Position: Q2 2026 in Review

HFM Investment Advisors held its Vanguard Morningstar Value ETF (VTV) position steady in Q2 2026 at 40 shares worth $8.67K. The position accounts for ﹤0.01% of the portfolio, ranked #125.

HFM Investment Advisors first reported a position in VTV in Q1 2025 and has held it in 6 quarters since. 2,808 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • HFM Investment Advisors held 40 shares of Vanguard Morningstar Value ETF worth $8.67K as of Q2 2026.
  • HFM Investment Advisors left its Vanguard Morningstar Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Value ETF made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #125 holding.
  • HFM Investment Advisors first reported a position in Vanguard Morningstar Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 2,808 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.