Meriwether Wealth & Planning’s Vanguard Morningstar Value ETF VTV Stock Holding History

Meriwether Wealth & Planning’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 Q3	$59.2K	Buy	+274	New	+$60.9K	0.03%	244

Other funds holding VTV

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Meriwether Wealth & Planning's VTV Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Vanguard Morningstar Value ETF (VTV) in Q3 2026: 274 shares worth $59.2K. The stake represents 0.03% of the portfolio and ranks #244 among its holdings.

1,335 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

Meriwether Wealth & Planning held 274 shares of Vanguard Morningstar Value ETF worth $59.2K as of Q3 2026.
Vanguard Morningstar Value ETF was a new Meriwether Wealth & Planning position in Q3 2026.
Vanguard Morningstar Value ETF made up 0.03% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #244 holding.
1,335 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.