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Go Invest LLC’s Vanguard Morningstar Value ETF VTV Stock Holding History

Go Invest LLC’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 		$299K Buy
1,373
+50
+4% +$10.4K 0.07% 23
2026
Q1 		$260K Buy
1,323
+9
+0.7% +$1.8K 0.07% 23
2025
Q4 		$251K Buy
+1,314
New +$247K 0.08% 23

Other funds holding VTV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
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
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Go Invest LLC's VTV Position: Q2 2026 in Review

Go Invest LLC increased its Vanguard Morningstar Value ETF (VTV) stake by 3.8% in Q2 2026, buying an estimated $10.4K and bringing the position to 1,373 shares worth $299K. The position accounts for 0.07% of the portfolio, ranked #23.

Go Invest LLC first reported a position in VTV in Q4 2025 and has held it in 3 quarters since. 1,773 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Go Invest LLC held 1,373 shares of Vanguard Morningstar Value ETF worth $299K as of Q2 2026.
  • Go Invest LLC bought 50 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $10.4K.
  • Vanguard Morningstar Value ETF made up 0.07% of Go Invest LLC's portfolio in Q2 2026, its #23 holding.
  • Go Invest LLC first reported a position in Vanguard Morningstar Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,773 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Go Invest LLC's 13F filing for Q2 2026, filed 5 Aug 2026.