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

Lakeridge 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
2026 Q2	$446K	Buy	2,047 +654	+47%	+$137K	0.16%	114
2026 Q1	$273K	Sell	1,393 -21	-1%	-$4.21K	0.12%	138
2025 Q4	$270K	Buy	+1,414	New	+$266K	0.12%	133

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 22.96% 1-Year Est. Return

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

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

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

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

Lakeridge Wealth Management's VTV Position: Q2 2026 in Review

Lakeridge Wealth Management increased its Vanguard Morningstar Value ETF (VTV) stake by 47% in Q2 2026, buying an estimated $137K and bringing the position to 2,047 shares worth $446K. The position accounts for 0.16% of the portfolio, ranked #114.

Lakeridge Wealth Management first reported a position in VTV in Q4 2025 and has held it in 3 quarters since. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Lakeridge Wealth Management held 2,047 shares of Vanguard Morningstar Value ETF worth $446K as of Q2 2026.
Lakeridge Wealth Management bought 654 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $137K.
Vanguard Morningstar Value ETF made up 0.16% of Lakeridge Wealth Management's portfolio in Q2 2026, its #114 holding.
Lakeridge Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q4 2025 and has held it in 3 quarters since.
2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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