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MFA Wealth Services’s Vanguard Morningstar Value ETF VTV Stock Holding History

MFA Wealth Services’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 		$230K Buy
1,062
+5
+0.5% +$1.11K 0.14% 124
2026
Q2 		$230K Buy
1,057
+5
+0.5% +$1.04K 0.14% 122
2026
Q1 		$206K Buy
+1,052
New +$211K 0.14% 119

Other funds holding VTV

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Thrive Wealth Management
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

MFA Wealth Services's VTV Position: Q3 2026 in Review

MFA Wealth Services increased its Vanguard Morningstar Value ETF (VTV) stake by 0.47% in Q3 2026, buying an estimated $1.11K and bringing the position to 1,062 shares worth $230K. The position accounts for 0.14% of the portfolio, ranked #124.

MFA Wealth Services first reported a position in VTV in Q1 2026 and has held it in 3 quarters since. The position peaked at $230K in Q2 2026. 832 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

  • MFA Wealth Services held 1,062 shares of Vanguard Morningstar Value ETF worth $230K as of Q3 2026.
  • MFA Wealth Services bought 5 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $1.11K.
  • Vanguard Morningstar Value ETF made up 0.14% of MFA Wealth Services's portfolio in Q3 2026, its #124 holding.
  • MFA Wealth Services first reported a position in Vanguard Morningstar Value ETF in Q1 2026 and has held it in 3 quarters since.
  • MFA Wealth Services's Vanguard Morningstar Value ETF position peaked at $230K in Q2 2026.
  • 832 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.