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

Longview 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	$1.12M	Buy	5,158 +1	+0%	+$209	0.66%	26
2026 Q1	$1.01M	Hold	5,157	–	–	0.62%	27
2025 Q4	$985K	Buy	5,157 +2	+0%	+$376	0.67%	27
2025 Q3	$962K	Hold	5,155	–	–	0.69%	26
2025 Q2	$911K	Sell	5,155 -963	-16%	-$163K	0.77%	24
2025 Q1	$1.06M	Sell	6,118 -781	-11%	-$136K	0.91%	21
2024 Q4	$1.17M	Sell	6,899 -69	-1%	-$12.1K	0.92%	20
2024 Q3	$1.22M	Buy	6,968 +1	+0%	+$167	0.89%	21
2024 Q2	$1.12M	Buy	6,967 +47	+0.7%	+$7.51K	0.85%	21
2024 Q1	$1.13M	Sell	6,920 -714	-9%	-$110K	0.85%	20
2023 Q4	$1.14M	Buy	+7,634	New	+$1.07M	0.92%	19

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

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

Longview Financial Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 0.02% in Q2 2026, buying an estimated $209 and bringing the position to 5,158 shares worth $1.12M. The position accounts for 0.66% of the portfolio, ranked #26.

Longview Financial Advisors first reported a position in VTV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.22M in Q3 2024. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Longview Financial Advisors held 5,158 shares of Vanguard Morningstar Value ETF worth $1.12M as of Q2 2026.
Longview Financial Advisors bought 1 Vanguard Morningstar Value ETF share in Q2 2026, an estimated $209.
Vanguard Morningstar Value ETF made up 0.66% of Longview Financial Advisors's portfolio in Q2 2026, its #26 holding.
Longview Financial Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2023 and has held it in 11 quarters since.
Longview Financial Advisors's Vanguard Morningstar Value ETF position peaked at $1.22M in Q3 2024.
2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.