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Legacy Edge Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Legacy Edge 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 		$18.7M Buy
105,700
+12,570
+13% +$2.62M 2.49% 11
2026
Q1 		$18.3M Sell
93,130
-6,602
-7% -$1.32M 1.92% 15
2025
Q4 		$19M Buy
+99,732
New +$18.8M 2.09% 14

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

Legacy Edge Advisors's VTV Position: Q2 2026 in Review

Legacy Edge Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 13% in Q2 2026, buying an estimated $2.62M and bringing the position to 105,700 shares worth $18.7M. The position accounts for 2.49% of the portfolio, ranked #11.

Legacy Edge Advisors first reported a position in VTV in Q4 2025 and has held it in 3 quarters since. The position peaked at $19M in Q4 2025. 2,119 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Legacy Edge Advisors held 105,700 shares of Vanguard Morningstar Value ETF worth $18.7M as of Q2 2026.
  • Legacy Edge Advisors bought 12,570 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $2.62M.
  • Vanguard Morningstar Value ETF made up 2.49% of Legacy Edge Advisors's portfolio in Q2 2026, its #11 holding.
  • Legacy Edge Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's Vanguard Morningstar Value ETF position peaked at $19M in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.