IF
VTV icon

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

Ironwood 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 		$4.41M Buy
20,087
+2,710
+16% +$566K 0.69% 39
2026
Q1 		$3.41M Buy
17,377
+2,219
+15% +$444K 0.6% 44
2025
Q4 		$2.98M Buy
15,158
+2,728
+22% +$513K 0.51% 48
2025
Q3 		$2.32M Buy
12,430
+5,445
+78% +$986K 0.41% 54
2025
Q2 		$1.21M Hold
6,985
– – 0.26% 72
2025
Q1 		$1.21M Buy
6,985
+952
+16% +$166K 0.26% 72
2024
Q4 		$1.02M Buy
6,033
+870
+17% +$153K 0.21% 73
2024
Q3 		$901K Buy
5,163
+870
+20% +$146K 0.19% 74
2024
Q2 		$689K Sell
4,293
-642
-13% -$103K 0.15% 93
2024
Q1 		$804K Buy
4,935
+860
+21% +$133K 0.18% 82
2023
Q4 		$609K Buy
4,075
+626
+18% +$88.1K 0.15% 97
2023
Q3 		$476K Buy
3,449
+1,460
+73% +$209K 0.13% 93
2023
Q2 		$283K Sell
1,989
-218
-10% -$30.3K 0.07% 122
2023
Q1 		$305K Buy
2,207
+219
+11% +$30.7K 0.09% 121
2022
Q4 		$279K Buy
1,988
+140
+8% +$19.3K 0.09% 120
2022
Q3 		$228K Buy
1,848
+83
+5% +$11.2K 0.08% 109
2022
Q2 		$233K Buy
1,765
+60
+4% +$8.46K 0.07% 111
2022
Q1 		$252K Buy
1,705
+50
+3% +$7.3K 0.07% 110
2021
Q4 		$244K Hold
1,655
– – 0.07% 114
2021
Q3 		$224K Hold
1,655
– – 0.07% 111
2021
Q2 		$228K Buy
1,655
+385
+30% +$52.9K 0.07% 108
2021
Q1 		$167K Hold
1,270
– – 0.05% 113
2020
Q4 		$151K Hold
1,270
– – 0.06% 111
2020
Q3 		$133K Hold
1,270
– – 0.07% 72
2020
Q2 		$126K Hold
1,270
– – 0.07% 70
2020
Q1 		$113K Sell
1,270
-2,457
-66% -$270K 0.08% 53
2019
Q4 		$447K Sell
3,727
-78
-2% -$9K 0.2% 37
2019
Q3 		$425K Hold
3,805
– – 0.2% 35
2019
Q2 		$422K Hold
3,805
– – 0.21% 40
2019
Q1 		$410K Hold
3,805
– – 0.21% 42
2018
Q4 		$373K Buy
3,805
+309
+9% +$32.5K 0.21% 41
2018
Q3 		$387K Hold
3,496
– – 0.21% 43
2018
Q2 		$363K Buy
3,496
+600
+21% +$62.8K 0.21% 37
2018
Q1 		$299K Hold
2,896
– – 0.32% 29
2017
Q4 		$308K Hold
2,896
– – 0.19% 39
2017
Q3 		$289K Hold
2,896
– – 0.18% 41
2017
Q2 		$280K Hold
2,896
– – 0.18% 40
2017
Q1 		$276K Hold
2,896
– – 0.18% 38
2016
Q4 		$269K Sell
2,896
-272
-9% -$24.4K 0.19% 39
2016
Q3 		$276K Sell
3,168
-300
-9% -$26.1K 0.2% 42
2016
Q2 		$295K Sell
3,468
-170
-5% -$14.2K 0.22% 41
2016
Q1 		$300K Buy
+3,638
New +$285K 0.23% 38
2015
Q3 		$285K Sell
3,722
-261
-7% -$21.2K 0.14% 58
2015
Q2 		$332K Sell
3,983
-230
-5% -$19.6K 0.16% 54
2015
Q1 		$353K Sell
4,213
-10
-0.2% -$840 0.17% 55
2014
Q4 		$357K Buy
+4,223
New +$349K 0.2% 52

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

Ironwood Financial's VTV Position: Q2 2026 in Review

Ironwood Financial increased its Vanguard Morningstar Value ETF (VTV) stake by 16% in Q2 2026, buying an estimated $566K and bringing the position to 20,087 shares worth $4.41M. The position accounts for 0.69% of the portfolio, ranked #39.

Ironwood Financial first reported a position in VTV in Q4 2014 and has held it in 46 quarters since. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Ironwood Financial held 20,087 shares of Vanguard Morningstar Value ETF worth $4.41M as of Q2 2026.
  • Ironwood Financial bought 2,710 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $566K.
  • Vanguard Morningstar Value ETF made up 0.69% of Ironwood Financial's portfolio in Q2 2026, its #39 holding.
  • Ironwood Financial first reported a position in Vanguard Morningstar Value ETF in Q4 2014 and has held it in 46 quarters since.
  • 2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.