IFG Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

IFG 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	$324K	Sell	1,487 -18	-1%	-$3.76K	0.04%	125
2026 Q1	$295K	Sell	1,505 -69	-4%	-$13.8K	0.05%	121
2025 Q4	$301K	Hold	1,574	–	–	0.05%	121
2025 Q3	$294K	Buy	1,574 +188	+14%	+$34K	0.05%	123
2025 Q2	$245K	Buy	+1,386	New	+$234K	0.04%	143

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

IFG Advisors's VTV Position: Q2 2026 in Review

IFG Advisors reduced its Vanguard Morningstar Value ETF (VTV) stake by 1.2% in Q2 2026, selling an estimated $3.76K and leaving 1,487 shares worth $324K. The position accounts for 0.04% of the portfolio, ranked #125.

IFG Advisors first reported a position in VTV in Q2 2025 and has held it in 5 quarters since. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

IFG Advisors held 1,487 shares of Vanguard Morningstar Value ETF worth $324K as of Q2 2026.
IFG Advisors sold 18 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $3.76K.
Vanguard Morningstar Value ETF made up 0.04% of IFG Advisors's portfolio in Q2 2026, its #125 holding.
IFG Advisors first reported a position in Vanguard Morningstar Value ETF in Q2 2025 and has held it in 5 quarters since.
2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.