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

Legend 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
2025 Q3	–	Sell	-175	Closed	-$30.9K	–	160
2025 Q2	$30.9K	Buy	+175	New	+$29.6K	0.02%	74
2025 Q1	–	Sell	-184	Closed	-$31.2K	–	247
2024 Q4	$31.2K	Buy	184 +9	+5%	+$1.58K	0.02%	67
2024 Q3	$30.6K	Sell	175 -9	-5%	-$1.51K	0.02%	63
2024 Q2	$29.5K	Buy	184 +9	+5%	+$1.44K	0.02%	82
2024 Q1	$28.5K	Hold	175	–	–	0.02%	75
2023 Q4	$26.2K	Hold	175	–	–	0.02%	75
2023 Q3	$24.1K	Hold	175	–	–	0.02%	87
2023 Q2	$24.9K	Hold	175	–	–	0.02%	88
2023 Q1	$24.2K	Sell	175 -1	-0.6%	-$140	0.02%	92
2022 Q4	$24.6K	Hold	176	–	–	0.02%	102
2022 Q3	$21.6K	Buy	+176	New	+$23.8K	0.02%	95

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Legend Financial Advisors's VTV Position: Q3 2025 in Review

Legend Financial Advisors sold out of Vanguard Morningstar Value ETF (VTV) in Q3 2025, closing a stake of 175 shares — an estimated $30.9K sold.

Legend Financial Advisors first reported a position in VTV in Q3 2022 and held it in 11 quarters. The position peaked at $31.2K in Q4 2024. 2,452 funds tracked by Wall St. Rank hold VTV as of Q3 2025.

Legend Financial Advisors reported no remaining Vanguard Morningstar Value ETF position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 175 Vanguard Morningstar Value ETF shares in Q3 2025, an estimated $30.9K.
Legend Financial Advisors first reported a position in Vanguard Morningstar Value ETF in Q3 2022 and held it in 11 quarters.
Legend Financial Advisors's Vanguard Morningstar Value ETF position peaked at $31.2K in Q4 2024.
2,452 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.