Iron Horse Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Iron Horse Wealth Management’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
2025 Q2	$292K	Buy	1,653 +80	+5%	+$13.5K	0.09%	41
2025 Q1	$272K	Sell	1,573 -35	-2%	-$6.1K	0.09%	40
2024 Q4	$272K	Hold	1,608	–	–	0.09%	37
2024 Q3	$281K	Sell	1,608 -35	-2%	-$5.86K	0.1%	37
2024 Q2	$264K	Sell	1,643 -70	-4%	-$11.2K	0.1%	37
2024 Q1	$279K	Buy	1,713 +208	+14%	+$32.1K	0.11%	33
2023 Q4	$225K	Hold	1,505	–	–	0.1%	37
2023 Q3	$208K	Buy	1,505 +115	+8%	+$16.5K	0.1%	37
2023 Q2	$198K	Sell	1,390 -482	-26%	-$66.9K	0.1%	36
2023 Q1	$259K	Buy	1,872 +32	+2%	+$4.49K	0.13%	33
2022 Q4	$258K	Buy	1,840 +1,366	+288%	+$188K	0.14%	34
2022 Q3	$59K	Sell	474 -1,400	-75%	-$189K	0.09%	39
2022 Q2	$247K	Hold	1,874	–	–	0.14%	31
2022 Q1	$277K	Sell	1,874 -565	-23%	-$82.4K	0.15%	29
2021 Q4	$359K	Hold	2,439	–	–	0.2%	27
2021 Q3	$330K	Hold	2,439	–	–	0.2%	27
2021 Q2	$335K	Buy	2,439 +34	+1%	+$4.67K	0.22%	28
2021 Q1	$316K	Sell	2,405 -75	-3%	-$9.4K	0.24%	27
2020 Q4	$295K	Buy	+2,480	New	+$279K	0.24%	27

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 22.9% 1-Year Est. Return

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

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

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Iron Horse Wealth Management's VTV Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Vanguard Morningstar Value ETF (VTV) stake by 5.1% in Q2 2025, buying an estimated $13.5K and bringing the position to 1,653 shares worth $292K. The position accounts for 0.09% of the portfolio, ranked #41.

Iron Horse Wealth Management first reported a position in VTV in Q4 2020 and has held it in 19 quarters since. The position peaked at $359K in Q4 2021. 2,410 funds tracked by Wall St. Rank hold VTV as of Q2 2025.

Iron Horse Wealth Management held 1,653 shares of Vanguard Morningstar Value ETF worth $292K as of Q2 2025.
Iron Horse Wealth Management bought 80 Vanguard Morningstar Value ETF shares in Q2 2025, an estimated $13.5K.
Vanguard Morningstar Value ETF made up 0.09% of Iron Horse Wealth Management's portfolio in Q2 2025, its #41 holding.
Iron Horse Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q4 2020 and has held it in 19 quarters since.
Iron Horse Wealth Management's Vanguard Morningstar Value ETF position peaked at $359K in Q4 2021.
2,410 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.