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IPG Investment Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

IPG Investment 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 		$8.63M Buy
39,608
+320
+0.8% +$66.8K 1.24% 18
2026
Q1 		$7.71M Buy
39,288
+1,642
+4% +$329K 1.32% 16
2025
Q4 		$7.19M Buy
37,646
+1,024
+3% +$193K 1.26% 21
2025
Q3 		$6.86M Sell
36,622
-359
-1% -$65K 1.22% 23
2025
Q2 		$6.57M Sell
36,981
-78
-0.2% -$13.2K 1.28% 21
2025
Q1 		$6.4M Buy
37,059
+357
+1% +$62.3K 1.45% 16
2024
Q4 		$6.21M Buy
36,702
+8,322
+29% +$1.46M 1.41% 19
2024
Q3 		$4.95M Sell
28,380
-168
-0.6% -$28.1K 1.08% 27
2024
Q2 		$4.61M Buy
28,548
+1,184
+4% +$189K 1.01% 31
2024
Q1 		$4.46M Buy
27,364
+35
+0.1% +$5.4K 0.97% 31
2023
Q4 		$4.09M Sell
27,329
-2,440
-8% -$343K 0.82% 32
2023
Q3 		$4.11M Buy
+29,769
New +$4.27M 0.9% 32
2022
Q3 		– Sell
-1,984
Closed -$262K – 182
2022
Q2 		$262K Buy
1,984
+506
+34% +$71.4K 0.07% 120
2022
Q1 		$218K Buy
+1,478
New +$216K 0.04% 146

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IPG Investment Advisors's VTV Position: Q2 2026 in Review

IPG Investment Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 0.81% in Q2 2026, buying an estimated $66.8K and bringing the position to 39,608 shares worth $8.63M. The position accounts for 1.24% of the portfolio, ranked #18.

IPG Investment Advisors first reported a position in VTV in Q1 2022 and has held it in 14 quarters since. 2,789 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • IPG Investment Advisors held 39,608 shares of Vanguard Morningstar Value ETF worth $8.63M as of Q2 2026.
  • IPG Investment Advisors bought 320 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $66.8K.
  • Vanguard Morningstar Value ETF made up 1.24% of IPG Investment Advisors's portfolio in Q2 2026, its #18 holding.
  • IPG Investment Advisors first reported a position in Vanguard Morningstar Value ETF in Q1 2022 and has held it in 14 quarters since.
  • 2,789 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.