Regatta Research & Money Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Regatta Research & Money Management’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	$20.6K	Buy	+95	New	+$19.8K	0.02%	409

Other funds holding VTV

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Regatta Research & Money Management's VTV Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Vanguard Morningstar Value ETF (VTV) in Q2 2026: 95 shares worth $20.6K. The stake represents 0.02% of the portfolio and ranks #409 among its holdings.

2,385 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Regatta Research & Money Management held 95 shares of Vanguard Morningstar Value ETF worth $20.6K as of Q2 2026.
Vanguard Morningstar Value ETF was a new Regatta Research & Money Management position in Q2 2026.
Vanguard Morningstar Value ETF made up 0.02% of Regatta Research & Money Management's portfolio in Q2 2026, its #409 holding.
2,385 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.