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Timothy G. Youngquist 2020 Irrevocable Trust’s Vanguard Morningstar Value ETF VTV Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-5,946
Closed -$1.17M – 478
2026
Q1 		$1.17M Buy
+5,946
New +$1.19M 0.5% 57

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's VTV Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Vanguard Morningstar Value ETF (VTV) in Q2 2026, closing a stake of 5,946 shares — an estimated $1.17M sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in VTV in Q1 2026 and held it in 1 quarter. The position peaked at $1.17M in Q1 2026. 1,993 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Vanguard Morningstar Value ETF position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 5,946 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $1.17M.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Vanguard Morningstar Value ETF in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Vanguard Morningstar Value ETF position peaked at $1.17M in Q1 2026.
  • 1,993 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.