Measured Wealth Private Client Group’s Vanguard Morningstar Value ETF VTV Stock Holding History

Measured Wealth Private Client Group’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	$201K	Hold	923	–	–	0.05%	196
2026 Q1	$181K	Hold	923	–	–	0.05%	191
2025 Q4	$176K	Hold	923	–	–	0.05%	204
2025 Q3	$172K	Buy	+923	New	+$167K	0.05%	198
2018 Q4	–	Sell	-1,692	Closed	-$187K	–	697
2018 Q3	$187K	Buy	+1,692	New	+$185K	0.11%	155

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

Measured Wealth Private Client Group's VTV Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Vanguard Morningstar Value ETF (VTV) position steady in Q2 2026 at 923 shares worth $201K. The position accounts for 0.05% of the portfolio, ranked #196.

Measured Wealth Private Client Group first reported a position in VTV in Q3 2018 and has held it in 5 quarters since. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Measured Wealth Private Client Group held 923 shares of Vanguard Morningstar Value ETF worth $201K as of Q2 2026.
Measured Wealth Private Client Group left its Vanguard Morningstar Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Value ETF made up 0.05% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #196 holding.
Measured Wealth Private Client Group first reported a position in Vanguard Morningstar Value ETF in Q3 2018 and has held it in 5 quarters since.
2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.