MFG
VTV icon

Midwest Financial Group’s Vanguard Morningstar Value ETF VTV Stock Holding History

Midwest Financial 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 		$1.5M Buy
6,895
+80
+1% +$16.7K 0.53% 48
2026
Q1 		$1.34M Sell
6,815
-171
-2% -$34.2K 0.57% 44
2025
Q4 		$1.33M Buy
6,986
+1,759
+34% +$331K 0.59% 43
2025
Q3 		$975K Buy
5,227
+35
+0.7% +$6.34K 0.46% 49
2025
Q2 		$918K Hold
5,192
– – 0.48% 49
2025
Q1 		$897K Buy
5,192
+205
+4% +$35.7K 0.52% 45
2024
Q4 		$844K Buy
4,987
+1,430
+40% +$251K 0.48% 47
2024
Q3 		$621K Buy
3,557
+809
+29% +$135K 0.36% 60
2024
Q2 		$441K Buy
2,748
+362
+15% +$57.9K 0.28% 72
2024
Q1 		$389K Buy
2,386
+75
+3% +$11.6K 0.26% 78
2023
Q4 		$346K Buy
+2,311
New +$325K 0.26% 83

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Midwest Financial Group's VTV Position: Q2 2026 in Review

Midwest Financial Group increased its Vanguard Morningstar Value ETF (VTV) stake by 1.2% in Q2 2026, buying an estimated $16.7K and bringing the position to 6,895 shares worth $1.5M. The position accounts for 0.53% of the portfolio, ranked #48.

Midwest Financial Group first reported a position in VTV in Q4 2023 and has held it in 11 quarters since. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Midwest Financial Group held 6,895 shares of Vanguard Morningstar Value ETF worth $1.5M as of Q2 2026.
  • Midwest Financial Group bought 80 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $16.7K.
  • Vanguard Morningstar Value ETF made up 0.53% of Midwest Financial Group's portfolio in Q2 2026, its #48 holding.
  • Midwest Financial Group first reported a position in Vanguard Morningstar Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.