Legacy Financial Group (Iowa)’s Vanguard Morningstar Value ETF VTV Stock Holding History

Legacy Financial Group (Iowa)’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	$661K	Buy	3,032 +28	+0.9%	+$5.85K	0.07%	81
2026 Q1	$589K	Sell	3,004 -39	-1%	-$7.81K	0.07%	79
2025 Q4	$620K	Sell	3,043 -39	-1%	-$7.34K	0.08%	78
2025 Q3	$575K	Hold	3,082	–	–	0.08%	77
2025 Q2	$545K	Hold	3,082	–	–	0.08%	75
2025 Q1	$532K	Buy	3,082 +66	+2%	+$11.5K	0.08%	71
2024 Q4	$511K	Buy	+3,016	New	+$529K	0.08%	73
2024 Q3	–	Sell	-2,806	Closed	-$450K	–	102
2024 Q2	$450K	Sell	2,806 -189	-6%	-$30.2K	0.09%	71
2024 Q1	$488K	Buy	+2,995	New	+$462K	0.1%	67
2023 Q4	–	Sell	-3,057	Closed	-$422K	–	503
2023 Q3	$422K	Buy	+3,057	New	+$438K	0.1%	68

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

Legacy Financial Group (Iowa)'s VTV Position: Q2 2026 in Review

Legacy Financial Group (Iowa) increased its Vanguard Morningstar Value ETF (VTV) stake by 0.93% in Q2 2026, buying an estimated $5.85K and bringing the position to 3,032 shares worth $661K. The position accounts for 0.07% of the portfolio, ranked #81.

Legacy Financial Group (Iowa) first reported a position in VTV in Q3 2023 and has held it in 10 quarters since. 2,786 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Legacy Financial Group (Iowa) held 3,032 shares of Vanguard Morningstar Value ETF worth $661K as of Q2 2026.
Legacy Financial Group (Iowa) bought 28 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $5.85K.
Vanguard Morningstar Value ETF made up 0.07% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #81 holding.
Legacy Financial Group (Iowa) first reported a position in Vanguard Morningstar Value ETF in Q3 2023 and has held it in 10 quarters since.
2,786 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.