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Laraway Financial Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Laraway Financial 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 		$7.56M Buy
34,678
+73
+0.2% +$15.2K 4.59% 2
2026
Q1 		$6.79M Buy
34,605
+373
+1% +$74.7K 4.77% 2
2025
Q4 		$6.54M Buy
34,232
+1,464
+4% +$275K 4.26% 3
2025
Q3 		$6.11M Buy
32,768
+1,705
+5% +$309K 4.17% 3
2025
Q2 		$5.49M Sell
31,063
-852
-3% -$144K 4.16% 3
2025
Q1 		$5.51M Buy
31,915
+3,781
+13% +$659K 4.38% 2
2024
Q4 		$4.76M Buy
28,134
+1,218
+5% +$214K 3.67% 4
2024
Q3 		$4.7M Buy
26,916
+101
+0.4% +$16.9K 3.75% 2
2024
Q2 		$4.3M Buy
26,815
+507
+2% +$81K 3.67% 4
2024
Q1 		$4.28M Buy
26,308
+309
+1% +$47.6K 3.78% 2
2023
Q4 		$3.89M Buy
25,999
+965
+4% +$136K 3.69% 2
2023
Q3 		$3.45M Buy
25,034
+164
+0.7% +$23.5K 3.6% 2
2023
Q2 		$3.53M Sell
24,870
-291
-1% -$40.4K 3.49% 3
2023
Q1 		$3.47M Buy
25,161
+572
+2% +$80.3K 3.52% 2
2022
Q4 		$3.45M Buy
24,589
+989
+4% +$136K 3.61% 3
2022
Q3 		$2.94M Buy
23,600
+820
+4% +$111K 3.28% 3
2022
Q2 		$3M Buy
22,780
+5,010
+28% +$707K 3.2% 5
2022
Q1 		$2.63M Buy
17,770
+2,210
+14% +$322K 2.39% 5
2021
Q4 		$2.29M Buy
+15,560
New +$2.22M 2.04% 12

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

Laraway Financial Advisors's VTV Position: Q2 2026 in Review

Laraway Financial Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 0.21% in Q2 2026, buying an estimated $15.2K and bringing the position to 34,678 shares worth $7.56M. The position accounts for 4.59% of the portfolio, ranked #2.

Laraway Financial Advisors first reported a position in VTV in Q4 2021 and has held it in 19 quarters since. 2,800 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Laraway Financial Advisors held 34,678 shares of Vanguard Morningstar Value ETF worth $7.56M as of Q2 2026.
  • Laraway Financial Advisors bought 73 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $15.2K.
  • Vanguard Morningstar Value ETF made up 4.59% of Laraway Financial Advisors's portfolio in Q2 2026, its #2 holding.
  • Laraway Financial Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,800 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Laraway Financial Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.