Innovative Wealth Building’s Vanguard Morningstar Value ETF VTV Stock Holding History

Innovative Wealth Building’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 Q3	$997K	Buy	4,615 +2,643	+134%	+$587K	0.55%	32
2026 Q2	$430K	Buy	1,972 +300	+18%	+$62.6K	0.25%	46
2026 Q1	$328K	Buy	1,672 +440	+36%	+$88.1K	0.23%	48
2025 Q4	$235K	Sell	1,232 -113	-8%	-$21.3K	0.17%	58
2025 Q3	$251K	Buy	1,345 +149	+12%	+$27K	0.2%	47
2025 Q2	$211K	Buy	+1,196	New	+$202K	0.18%	51

Other funds holding VTV

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Innovative Wealth Building's VTV Position: Q3 2026 in Review

Innovative Wealth Building increased its Vanguard Morningstar Value ETF (VTV) stake by 134% in Q3 2026, buying an estimated $587K and bringing the position to 4,615 shares worth $997K. The position accounts for 0.55% of the portfolio, ranked #32.

Innovative Wealth Building first reported a position in VTV in Q2 2025 and has held it in 6 quarters since. 2,577 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

Innovative Wealth Building held 4,615 shares of Vanguard Morningstar Value ETF worth $997K as of Q3 2026.
Innovative Wealth Building bought 2,643 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $587K.
Vanguard Morningstar Value ETF made up 0.55% of Innovative Wealth Building's portfolio in Q3 2026, its #32 holding.
Innovative Wealth Building first reported a position in Vanguard Morningstar Value ETF in Q2 2025 and has held it in 6 quarters since.
2,577 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.