IFWM
VTV icon

Institute for Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Institute for Wealth Management’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
2021
Q2 		– Sell
-10,000
Closed -$1.31M – 504
2021
Q1 		$1.31M Buy
+10,000
New +$1.25M 0.25% 105

Other funds holding VTV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Institute for Wealth Management's VTV Position: Q2 2026 in Review

Institute for Wealth Management reduced its Vanguard Morningstar Value ETF (VTV) stake by 15% in Q2 2026, selling an estimated $345K and leaving 9,553 shares worth $2.08M. The position accounts for 0.18% of the portfolio, ranked #111.

Institute for Wealth Management first reported a position in VTV in Q2 2017 and has held it in 35 quarters since. The position peaked at $2.2M in Q1 2026. 1,993 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Institute for Wealth Management held 9,553 shares of Vanguard Morningstar Value ETF worth $2.08M as of Q2 2026.
  • Institute for Wealth Management sold 1,654 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $345K.
  • Vanguard Morningstar Value ETF made up 0.18% of Institute for Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Institute for Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q2 2017 and has held it in 35 quarters since.
  • Institute for Wealth Management's Vanguard Morningstar Value ETF position peaked at $2.2M in Q1 2026.
  • 1,993 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.