M3 Advisory Group’s Vanguard Morningstar Value ETF VTV Stock Holding History
Bought
Maintained
Sold
Other funds holding VTV
EWA
M3 Advisory Group's VTV Position: Q2 2026 in Review
M3 Advisory Group increased its Vanguard Morningstar Value ETF (VTV) stake by 24% in Q2 2026, buying an estimated $226K and bringing the position to 5,514 shares worth $1.2M. The position accounts for 0.62% of the portfolio, ranked #37.
M3 Advisory Group first reported a position in VTV in Q1 2024 and has held it in 10 quarters since. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.
- M3 Advisory Group held 5,514 shares of Vanguard Morningstar Value ETF worth $1.2M as of Q2 2026.
- M3 Advisory Group bought 1,081 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $226K.
- Vanguard Morningstar Value ETF made up 0.62% of M3 Advisory Group's portfolio in Q2 2026, its #37 holding.
- M3 Advisory Group first reported a position in Vanguard Morningstar Value ETF in Q1 2024 and has held it in 10 quarters since.
- 2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.
Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.