Integrated Advisors Network
VTV icon

Integrated Advisors Network’s Vanguard Morningstar Value ETF VTV Stock Holding History

Integrated Advisors 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
Q3 		$2.04M Sell
9,421
-110
-1% -$24.4K 0.09% 210
2026
Q2 		$2.08M Sell
9,531
-6
-0.1% -$1.25K 0.1% 205
2026
Q1 		$1.87M Sell
9,537
-64
-0.7% -$12.8K 0.1% 207
2025
Q4 		$1.83M Buy
9,601
+110
+1% +$20.7K 0.08% 246
2025
Q3 		$1.77M Buy
9,491
+191
+2% +$34.6K 0.07% 261
2025
Q2 		$1.64M Buy
9,300
+182
+2% +$30.7K 0.07% 268
2025
Q1 		$1.58M Sell
9,118
-758
-8% -$132K 0.08% 240
2024
Q4 		$1.67M Buy
9,876
+15
+0.2% +$2.63K 0.08% 225
2024
Q3 		$1.72M Buy
9,861
+18
+0.2% +$3.01K 0.08% 236
2024
Q2 		$1.58M Sell
9,843
-22
-0.2% -$3.52K 0.08% 231
2024
Q1 		$1.61M Buy
9,865
+116
+1% +$17.9K 0.08% 237
2023
Q4 		$1.46M Sell
9,749
-499
-5% -$70.2K 0.08% 235
2023
Q3 		$1.41M Sell
10,248
-16,422
-62% -$2.35M 0.09% 226
2023
Q2 		$3.79M Buy
26,670
+1,220
+5% +$169K 0.22% 123
2023
Q1 		$3.51M Buy
25,450
+13,338
+110% +$1.87M 0.21% 125
2022
Q4 		$1.7M Sell
12,112
-251
-2% -$34.6K 0.11% 204
2022
Q3 		$1.53M Buy
12,363
+1,616
+15% +$218K 0.1% 201
2022
Q2 		$1.42M Buy
10,747
+4,311
+67% +$608K 0.09% 229
2022
Q1 		$951K Buy
6,436
+2,279
+55% +$333K 0.06% 315
2021
Q4 		$612K Buy
4,157
+454
+12% +$64.8K 0.04% 377
2021
Q3 		$501K Buy
3,703
+256
+7% +$35.6K 0.03% 395
2021
Q2 		$474K Buy
3,447
+50
+1% +$6.87K 0.03% 369
2021
Q1 		$447K Sell
3,397
-185
-5% -$23.2K 0.04% 347
2020
Q4 		$426K Buy
3,582
+96
+3% +$10.8K 0.05% 311
2020
Q3 		$364K Sell
3,486
-171
-5% -$17.9K 0.05% 306
2020
Q2 		$364K Sell
3,657
-10,791
-75% -$1.06M 0.04% 306
2020
Q1 		$1.29M Sell
14,448
-118
-0.8% -$12.9K 0.25% 116
2019
Q4 		$1.75M Buy
+14,566
New +$1.68M 0.24% 139

Other funds holding VTV

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Integrated Advisors Network's VTV Position: Q3 2026 in Review

Integrated Advisors Network reduced its Vanguard Morningstar Value ETF (VTV) stake by 1.2% in Q3 2026, selling an estimated $24.4K and leaving 9,421 shares worth $2.04M. The position accounts for 0.09% of the portfolio, ranked #210.

Integrated Advisors Network first reported a position in VTV in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.79M in Q2 2023. 1,008 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

  • Integrated Advisors Network held 9,421 shares of Vanguard Morningstar Value ETF worth $2.04M as of Q3 2026.
  • Integrated Advisors Network sold 110 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $24.4K.
  • Vanguard Morningstar Value ETF made up 0.09% of Integrated Advisors Network's portfolio in Q3 2026, its #210 holding.
  • Integrated Advisors Network first reported a position in Vanguard Morningstar Value ETF in Q4 2019 and has held it in 28 quarters since.
  • Integrated Advisors Network's Vanguard Morningstar Value ETF position peaked at $3.79M in Q2 2023.
  • 1,008 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.