Investor's Fiduciary Advisor Network’s Vanguard Morningstar Value ETF VTV Stock Holding History

Investor's Fiduciary Advisor 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 Q2	$7.5M	Buy	34,405 +9,037	+36%	+$1.89M	2.55%	6
2026 Q1	$4.98M	Sell	25,368 -17,220	-40%	-$3.45M	1.52%	10
2025 Q4	$8.13M	Buy	42,588 +30,648	+257%	+$5.76M	1.74%	10
2025 Q3	$2.23M	Buy	11,940 +205	+2%	+$37.1K	0.75%	30
2025 Q2	$2.07M	Buy	11,735 +111	+1%	+$18.7K	0.77%	28
2025 Q1	$2.01M	Buy	11,624 +1,294	+13%	+$226K	0.95%	28
2024 Q4	$1.75M	Buy	+10,330	New	+$1.81M	0.67%	39

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Investor's Fiduciary Advisor Network's VTV Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network increased its Vanguard Morningstar Value ETF (VTV) stake by 36% in Q2 2026, buying an estimated $1.89M and bringing the position to 34,405 shares worth $7.5M. The position accounts for 2.55% of the portfolio, ranked #6.

Investor's Fiduciary Advisor Network first reported a position in VTV in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.13M in Q4 2025. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Investor's Fiduciary Advisor Network held 34,405 shares of Vanguard Morningstar Value ETF worth $7.5M as of Q2 2026.
Investor's Fiduciary Advisor Network bought 9,037 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $1.89M.
Vanguard Morningstar Value ETF made up 2.55% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #6 holding.
Investor's Fiduciary Advisor Network first reported a position in Vanguard Morningstar Value ETF in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's Vanguard Morningstar Value ETF position peaked at $8.13M in Q4 2025.
2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.