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Independent Wealth Network’s Vanguard Morningstar Value ETF VTV Stock Holding History

Independent Wealth Network’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 		$958K Buy
4,395
+740
+20% +$155K 0.24% 109
2026
Q1 		$717K Buy
3,655
+97
+3% +$19.4K 0.21% 122
2025
Q4 		$679K Buy
3,558
+276
+8% +$51.9K 0.21% 116
2025
Q3 		$612K Sell
3,282
-113
-3% -$20.5K 0.2% 124
2025
Q2 		$600K Buy
3,395
+1,236
+57% +$209K 0.22% 118
2025
Q1 		$373K Buy
2,159
+112
+5% +$19.5K 0.15% 159
2024
Q4 		$347K Buy
2,047
+34
+2% +$5.97K 0.14% 159
2024
Q3 		$351K Sell
2,013
-13
-0.6% -$2.18K 0.16% 148
2024
Q2 		$325K Sell
2,026
-137
-6% -$21.9K 0.15% 156
2024
Q1 		$352K Buy
2,163
+63
+3% +$9.71K 0.17% 150
2023
Q4 		$314K Buy
2,100
+46
+2% +$6.47K 0.17% 147
2023
Q3 		$283K Sell
2,054
-210
-9% -$30.1K 0.17% 144
2023
Q2 		$322K Sell
2,264
-117
-5% -$16.3K 0.19% 136
2023
Q1 		$329K Buy
2,381
+108
+5% +$15.2K 0.21% 118
2022
Q4 		$319K Buy
2,273
+121
+6% +$16.7K 0.22% 118
2022
Q3 		$266K Buy
2,152
+74
+4% +$10K 0.21% 128
2022
Q2 		$274K Sell
2,078
-17
-0.8% -$2.4K 0.2% 132
2022
Q1 		$310K Buy
2,095
+167
+9% +$24.4K 0.2% 138
2021
Q4 		$284K Buy
1,928
+20
+1% +$2.86K 0.17% 143
2021
Q3 		$276K Buy
+1,908
New +$266K 0.18% 144

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

Independent Wealth Network's VTV Position: Q2 2026 in Review

Independent Wealth Network increased its Vanguard Morningstar Value ETF (VTV) stake by 20% in Q2 2026, buying an estimated $155K and bringing the position to 4,395 shares worth $958K. The position accounts for 0.24% of the portfolio, ranked #109.

Independent Wealth Network first reported a position in VTV in Q3 2021 and has held it in 20 quarters since. 2,802 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Independent Wealth Network held 4,395 shares of Vanguard Morningstar Value ETF worth $958K as of Q2 2026.
  • Independent Wealth Network bought 740 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $155K.
  • Vanguard Morningstar Value ETF made up 0.24% of Independent Wealth Network's portfolio in Q2 2026, its #109 holding.
  • Independent Wealth Network first reported a position in Vanguard Morningstar Value ETF in Q3 2021 and has held it in 20 quarters since.
  • 2,802 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.