Hobbs Group Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Hobbs Group 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	$740K	Sell	3,395 -26	-0.8%	-$5.43K	0.19%	82
2026 Q1	$671K	Buy	3,421 +1,353	+65%	+$271K	0.2%	82
2025 Q4	$395K	Buy	2,068 +855	+70%	+$161K	0.12%	119
2025 Q3	$226K	Buy	1,213 +20	+2%	+$3.62K	0.07%	149
2025 Q2	$211K	Hold	1,193	–	–	0.07%	139
2025 Q1	$206K	Hold	1,193	–	–	0.08%	140
2024 Q4	$202K	Sell	1,193 -33	-3%	-$5.79K	0.08%	143
2024 Q3	$214K	Hold	1,226	–	–	0.08%	134
2024 Q2	$197K	Buy	+1,226	New	+$196K	0.07%	142
2023 Q4	$156K	Buy	+1,042	New	+$147K	0.07%	137

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

Hobbs Group Advisors's VTV Position: Q2 2026 in Review

Hobbs Group Advisors reduced its Vanguard Morningstar Value ETF (VTV) stake by 0.76% in Q2 2026, selling an estimated $5.43K and leaving 3,395 shares worth $740K. The position accounts for 0.19% of the portfolio, ranked #82.

Hobbs Group Advisors first reported a position in VTV in Q4 2023 and has held it in 10 quarters since. 2,786 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Hobbs Group Advisors held 3,395 shares of Vanguard Morningstar Value ETF worth $740K as of Q2 2026.
Hobbs Group Advisors sold 26 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $5.43K.
Vanguard Morningstar Value ETF made up 0.19% of Hobbs Group Advisors's portfolio in Q2 2026, its #82 holding.
Hobbs Group Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2023 and has held it in 10 quarters since.
2,786 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.