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IVC Wealth Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

IVC Wealth 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 		$518K Buy
+2,375
New +$496K 0.2% 91
2023
Q1 		– Sell
-30,592
Closed -$3.78K – 159
2022
Q4 		$3.78K Buy
+30,592
New +$4.21M ﹤0.01% 151

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

IVC Wealth Advisors's VTV Position: Q2 2026 in Review

IVC Wealth Advisors opened a new position in Vanguard Morningstar Value ETF (VTV) in Q2 2026: 2,375 shares worth $518K. The stake represents 0.2% of the portfolio and ranks #91 among its holdings. This is a return to the name: IVC Wealth Advisors previously reported a position in VTV as recently as Q4 2022.

IVC Wealth Advisors first reported a position in VTV in Q4 2022 and has held it in 2 quarters since. 2,802 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • IVC Wealth Advisors held 2,375 shares of Vanguard Morningstar Value ETF worth $518K as of Q2 2026.
  • Vanguard Morningstar Value ETF was a new IVC Wealth Advisors position in Q2 2026.
  • Vanguard Morningstar Value ETF made up 0.2% of IVC Wealth Advisors's portfolio in Q2 2026, its #91 holding.
  • IVC Wealth Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2022 and has held it in 2 quarters since.
  • 2,802 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.