IIC
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Ironwood Investment Counsel’s Vanguard Morningstar Value ETF VTV Stock Holding History

Ironwood Investment Counsel’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 		$551K Buy
2,529
+138
+6% +$28.8K 0.07% 173
2026
Q1 		$469K Buy
2,391
+3
+0.1% +$601 0.07% 180
2025
Q4 		$456K Buy
2,388
+5
+0.2% +$940 0.06% 180
2025
Q3 		$445K Buy
2,383
+2
+0.1% +$362 0.06% 183
2025
Q2 		$421K Sell
2,381
-458
-16% -$77.4K 0.07% 179
2025
Q1 		$490K Buy
2,839
+336
+13% +$58.6K 0.08% 161
2024
Q4 		$424K Buy
2,503
+2
+0.1% +$351 0.07% 171
2024
Q3 		$437K Sell
2,501
-153
-6% -$25.6K 0.07% 177
2024
Q2 		$426K Sell
2,654
-153
-5% -$24.5K 0.08% 176
2024
Q1 		$457K Buy
2,807
+751
+37% +$116K 0.08% 174
2023
Q4 		$307K Buy
2,056
+8
+0.4% +$1.13K 0.06% 202
2023
Q3 		$283K Hold
2,048
– – 0.06% 200
2023
Q2 		$291K Hold
2,048
– – 0.07% 172
2023
Q1 		$283K Sell
2,048
-35
-2% -$4.91K 0.07% 170
2022
Q4 		$292K Buy
2,083
+35
+2% +$4.82K 0.07% 169
2022
Q3 		$252K Buy
+2,048
New +$277K 0.07% 157
2021
Q1 		– Sell
-3,336
Closed -$396K – 222
2020
Q4 		$396K Hold
3,336
– – 0.09% 153
2020
Q3 		$348K Sell
3,336
-39
-1% -$4.09K 0.09% 141
2020
Q2 		$336K Buy
3,375
+991
+42% +$97.2K 0.1% 140
2020
Q1 		$212K Buy
+2,384
New +$262K 0.08% 155

Other funds holding VTV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Ironwood Investment Counsel's VTV Position: Q2 2026 in Review

Ironwood Investment Counsel increased its Vanguard Morningstar Value ETF (VTV) stake by 5.8% in Q2 2026, buying an estimated $28.8K and bringing the position to 2,529 shares worth $551K. The position accounts for 0.07% of the portfolio, ranked #173.

Ironwood Investment Counsel first reported a position in VTV in Q1 2020 and has held it in 20 quarters since. 2,119 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Ironwood Investment Counsel held 2,529 shares of Vanguard Morningstar Value ETF worth $551K as of Q2 2026.
  • Ironwood Investment Counsel bought 138 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $28.8K.
  • Vanguard Morningstar Value ETF made up 0.07% of Ironwood Investment Counsel's portfolio in Q2 2026, its #173 holding.
  • Ironwood Investment Counsel first reported a position in Vanguard Morningstar Value ETF in Q1 2020 and has held it in 20 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Ironwood Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.