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Invested Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Invested Advisors’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 		$556K Buy
+2,549
New +$532K 0.49% 51

Other funds holding VTV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Invested Advisors's VTV Position: Q2 2026 in Review

Invested Advisors opened a new position in Vanguard Morningstar Value ETF (VTV) in Q2 2026: 2,549 shares worth $556K. The stake represents 0.49% of the portfolio and ranks #51 among its holdings.

1,773 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Invested Advisors held 2,549 shares of Vanguard Morningstar Value ETF worth $556K as of Q2 2026.
  • Vanguard Morningstar Value ETF was a new Invested Advisors position in Q2 2026.
  • Vanguard Morningstar Value ETF made up 0.49% of Invested Advisors's portfolio in Q2 2026, its #51 holding.
  • 1,773 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.