IMA Advisory Services’s Vanguard Morningstar Value ETF VTV Stock Holding History
Bought
Maintained
Sold
Other funds holding VTV
EWA
IMA Advisory Services's VTV Position: Q2 2026 in Review
IMA Advisory Services opened a new position in Vanguard Morningstar Value ETF (VTV) in Q2 2026: 139,739 shares worth $30.5M. The stake represents 1.9% of the portfolio and ranks #12 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in VTV as recently as Q3 2022.
IMA Advisory Services first reported a position in VTV in Q2 2022 and has held it in 3 quarters since. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.
- IMA Advisory Services held 139,739 shares of Vanguard Morningstar Value ETF worth $30.5M as of Q2 2026.
- Vanguard Morningstar Value ETF was a new IMA Advisory Services position in Q2 2026.
- Vanguard Morningstar Value ETF made up 1.9% of IMA Advisory Services's portfolio in Q2 2026, its #12 holding.
- IMA Advisory Services first reported a position in Vanguard Morningstar Value ETF in Q2 2022 and has held it in 3 quarters since.
- 2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.
Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.