IHT Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17.5M | Buy |
80,284
+4,500
| +6% | +$940K | 0.37% | 60 |
|
|
2026
Q1 | $14.9M | Sell |
75,784
-7,013
| -8% | -$1.4M | 0.35% | 66 |
|
|
2025
Q4 | $15.8M | Buy |
82,797
+7,349
| +10% | +$1.38M | 0.38% | 56 |
|
|
2025
Q3 | $14.1M | Buy |
75,448
+4,105
| +6% | +$743K | 0.36% | 62 |
|
|
2025
Q2 | $12.6M | Buy |
71,343
+19,983
| +39% | +$3.38M | 0.35% | 67 |
|
|
2025
Q1 | $8.87M | Buy |
51,360
+6,786
| +15% | +$1.18M | 0.28% | 79 |
|
|
2024
Q4 | $7.55M | Sell |
44,574
-6,616
| -13% | -$1.16M | 0.24% | 81 |
|
|
2024
Q3 | $8.93M | Buy |
51,190
+15,882
| +45% | +$2.66M | 0.25% | 78 |
|
|
2024
Q2 | $5.66M | Buy |
35,308
+3,403
| +11% | +$544K | 0.21% | 97 |
|
|
2024
Q1 | $5.2M | Buy |
31,905
+7,782
| +32% | +$1.2M | 0.21% | 99 |
|
|
2023
Q4 | $3.61M | Sell |
24,123
-1,508
| -6% | -$212K | 0.16% | 127 |
|
|
2023
Q3 | $3.54M | Sell |
25,631
-652
| -2% | -$93.4K | 0.18% | 117 |
|
|
2023
Q2 | $3.73M | Sell |
26,283
-2,928
| -10% | -$407K | 0.19% | 109 |
|
|
2023
Q1 | $4.03M | Buy |
29,211
+1,403
| +5% | +$197K | 0.23% | 95 |
|
|
2022
Q4 | $3.9M | Sell |
27,808
-297
| -1% | -$40.9K | 0.25% | 93 |
|
|
2022
Q3 | $3.47M | Buy |
28,105
+12,553
| +81% | +$1.7M | 0.26% | 81 |
|
|
2022
Q2 | $2.05M | Buy |
15,552
+662
| +4% | +$93.4K | 0.18% | 124 |
|
|
2022
Q1 | $2.2M | Buy |
14,890
+174
| +1% | +$25.4K | 0.17% | 130 |
|
|
2021
Q4 | $2.17M | Buy |
14,716
+1,189
| +9% | +$170K | 0.16% | 134 |
|
|
2021
Q3 | $1.83M | Sell |
13,527
-1,893
| -12% | -$264K | 0.15% | 140 |
|
|
2021
Q2 | $2.12M | Buy |
15,420
+89
| +0.6% | +$12.2K | 0.13% | 160 |
|
|
2021
Q1 | $2.02M | Sell |
15,331
-1,024
| -6% | -$128K | 0.14% | 155 |
|
|
2020
Q4 | $1.95M | Buy |
16,355
+601
| +4% | +$67.6K | 0.16% | 132 |
|
|
2020
Q3 | $1.65M | Buy |
15,754
+2,048
| +15% | +$215K | 0.17% | 134 |
|
|
2020
Q2 | $1.36M | Sell |
13,706
-2,116
| -13% | -$208K | 0.19% | 126 |
|
|
2020
Q1 | $1.41M | Sell |
15,822
-151
| -0.9% | -$16.6K | 0.2% | 119 |
|
|
2019
Q4 | $1.91M | Sell |
15,973
-331
| -2% | -$38.2K | 0.23% | 105 |
|
|
2019
Q3 | $1.82M | Sell |
16,304
-221
| -1% | -$24.4K | 0.25% | 96 |
|
|
2019
Q2 | $1.83M | Buy |
16,525
+521
| +3% | +$56.9K | 0.27% | 88 |
|
|
2019
Q1 | $1.72M | Sell |
16,004
-529
| -3% | -$55.7K | 0.29% | 87 |
|
|
2018
Q4 | $1.62M | Buy |
16,533
+3,040
| +23% | +$320K | 0.31% | 88 |
|
|
2018
Q3 | $1.49M | Sell |
13,493
-351
| -3% | -$38.3K | 0.32% | 81 |
|
|
2018
Q2 | $1.44M | Buy |
13,844
+1,882
| +16% | +$197K | 0.37% | 66 |
|
|
2018
Q1 | $1.21M | Sell |
11,962
-369
| -3% | -$39.6K | 0.32% | 67 |
|
|
2017
Q4 | $1.34M | Buy |
12,331
+3,966
| +47% | +$409K | 0.35% | 60 |
|
|
2017
Q3 | $844K | Buy |
8,365
+444
| +6% | +$43.5K | 0.36% | 68 |
|
|
2017
Q2 | $2 | Buy |
7,921
+412
| +5% | +$39.4K | ﹤0.01% | 1251 |
|
|
2017
Q1 | $713K | Sell |
7,509
-84
| -1% | -$7.99K | 0.48% | 46 |
|
|
2016
Q4 | $711K | Buy |
+7,593
| New | +$680K | 0.54% | 40 |
|
Other funds holding VTV
EWA
IHT Wealth Management's VTV Position: Q2 2026 in Review
IHT Wealth Management increased its Vanguard Morningstar Value ETF (VTV) stake by 5.9% in Q2 2026, buying an estimated $940K and bringing the position to 80,284 shares worth $17.5M. The position accounts for 0.37% of the portfolio, ranked #60.
IHT Wealth Management first reported a position in VTV in Q4 2016 and has held it in 39 quarters since. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.
- IHT Wealth Management held 80,284 shares of Vanguard Morningstar Value ETF worth $17.5M as of Q2 2026.
- IHT Wealth Management bought 4,500 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $940K.
- Vanguard Morningstar Value ETF made up 0.37% of IHT Wealth Management's portfolio in Q2 2026, its #60 holding.
- IHT Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q4 2016 and has held it in 39 quarters since.
- 2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.
Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.