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IAG Wealth Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

IAG Wealth Partners’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 		$369K Sell
1,693
-24
-1% -$5.01K 0.04% 102
2026
Q1 		$337K Sell
1,717
-225
-12% -$45.1K 0.04% 97
2025
Q4 		$371K Hold
1,942
– – 0.04% 94
2025
Q3 		$362K Sell
1,942
-60
-3% -$10.9K 0.04% 93
2025
Q2 		$354K Hold
2,002
– – 0.05% 92
2025
Q1 		$346K Buy
2,002
+786
+65% +$137K 0.05% 89
2024
Q4 		$206K Buy
1,216
+80
+7% +$14K 0.04% 99
2024
Q3 		$198K Hold
1,136
– – 0.04% 98
2024
Q2 		$182K Hold
1,136
– – 0.04% 96
2024
Q1 		$185K Sell
1,136
-100
-8% -$15.4K 0.04% 98
2023
Q4 		$185K Hold
1,236
– – 0.04% 87
2023
Q3 		$170K Sell
1,236
-1,826
-60% -$262K 0.05% 84
2023
Q2 		$435K Buy
3,062
+1,755
+134% +$244K 0.12% 58
2023
Q1 		$180K Hold
1,307
– – 0.05% 81
2022
Q4 		$183K Buy
1,307
+573
+78% +$78.9K 0.05% 75
2022
Q3 		$91K Hold
734
– – 0.03% 92
2022
Q2 		$97K Hold
734
– – 0.03% 92
2022
Q1 		$108K Sell
734
-55
-7% -$8.03K 0.03% 91
2021
Q4 		$116K Buy
789
+254
+47% +$36.3K 0.04% 80
2021
Q3 		$73K Sell
535
-20
-4% -$2.79K 0.03% 102
2021
Q2 		$77K Buy
555
+435
+363% +$59.8K 0.03% 91
2021
Q1 		$16K Hold
120
– – 0.01% 208
2020
Q4 		$15K Hold
120
– – 0.01% 196
2020
Q3 		$13K Hold
120
– – 0.01% 201
2020
Q2 		$12K Hold
120
– – 0.01% 203
2020
Q1 		$11K Sell
120
-34
-22% -$3.73K 0.01% 197
2019
Q4 		$19K Buy
+154
New +$17.8K 0.01% 185

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 22.96% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IAG Wealth Partners's VTV Position: Q2 2026 in Review

IAG Wealth Partners reduced its Vanguard Morningstar Value ETF (VTV) stake by 1.4% in Q2 2026, selling an estimated $5.01K and leaving 1,693 shares worth $369K. The position accounts for 0.04% of the portfolio, ranked #102.

IAG Wealth Partners first reported a position in VTV in Q4 2019 and has held it in 27 quarters since. The position peaked at $435K in Q2 2023. 2,795 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • IAG Wealth Partners held 1,693 shares of Vanguard Morningstar Value ETF worth $369K as of Q2 2026.
  • IAG Wealth Partners sold 24 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $5.01K.
  • Vanguard Morningstar Value ETF made up 0.04% of IAG Wealth Partners's portfolio in Q2 2026, its #102 holding.
  • IAG Wealth Partners first reported a position in Vanguard Morningstar Value ETF in Q4 2019 and has held it in 27 quarters since.
  • IAG Wealth Partners's Vanguard Morningstar Value ETF position peaked at $435K in Q2 2023.
  • 2,795 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.