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IRON Financial’s Vanguard Morningstar Value ETF VTV Stock Holding History

IRON Financial’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 		$747K Buy
3,428
+196
+6% +$40.9K 0.31% 61
2026
Q1 		$634K Hold
3,232
– – 0.28% 65
2025
Q4 		$617K Buy
+3,232
New +$608K 0.28% 64

Other funds holding VTV

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IRON Financial's VTV Position: Q2 2026 in Review

IRON Financial increased its Vanguard Morningstar Value ETF (VTV) stake by 6.1% in Q2 2026, buying an estimated $40.9K and bringing the position to 3,428 shares worth $747K. The position accounts for 0.31% of the portfolio, ranked #61.

IRON Financial first reported a position in VTV in Q4 2025 and has held it in 3 quarters since. 1,511 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • IRON Financial held 3,428 shares of Vanguard Morningstar Value ETF worth $747K as of Q2 2026.
  • IRON Financial bought 196 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $40.9K.
  • Vanguard Morningstar Value ETF made up 0.31% of IRON Financial's portfolio in Q2 2026, its #61 holding.
  • IRON Financial first reported a position in Vanguard Morningstar Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,511 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.