Infinity Wealth Counsel’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
$3.71M Buy
17,006
+565
+3% +$118K 2.99% 9
2026
Q1
$3.23M Buy
16,441
+270
+2% +$54.1K 2.96% 12
2025
Q4
$3.09M Buy
16,171
+95
+0.6% +$17.9K 2.81% 13
2025
Q3
$3M Sell
16,076
-249
-2% -$45.1K 2.91% 11
2025
Q2
$2.89M Buy
16,325
+334
+2% +$56.4K 2.91% 13
2025
Q1
$2.76M Buy
15,991
+345
+2% +$60.2K 2.98% 13
2024
Q4
$2.65M Buy
+15,646
New +$2.75M 2.83% 13

Other funds holding VTV

Infinity Wealth Counsel's VTV Position: Q2 2026 in Review

Infinity Wealth Counsel increased its Vanguard Morningstar Value ETF (VTV) stake by 3.4% in Q2 2026, buying an estimated $118K and bringing the position to 17,006 shares worth $3.71M. The position accounts for 2.99% of the portfolio, ranked #9.

Infinity Wealth Counsel first reported a position in VTV in Q4 2024 and has held it in 7 quarters since. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Infinity Wealth Counsel held 17,006 shares of Vanguard Morningstar Value ETF worth $3.71M as of Q2 2026.
  • Infinity Wealth Counsel bought 565 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $118K.
  • Vanguard Morningstar Value ETF made up 2.99% of Infinity Wealth Counsel's portfolio in Q2 2026, its #9 holding.
  • Infinity Wealth Counsel first reported a position in Vanguard Morningstar Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Infinity Wealth Counsel's 13F filing for Q2 2026, filed 9 Jul 2026.