MKD Wealth Coaches’s Vanguard Morningstar Value ETF VTV Stock Holding History

MKD Wealth Coaches’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	$392K	Hold	1,815	–	–	0.32%	20
2026 Q2	$396K	Sell	1,815 -316	-15%	-$66K	0.34%	17
2026 Q1	$418K	Hold	2,131	–	–	0.41%	17
2025 Q4	$407K	Hold	2,131	–	–	0.41%	17
2025 Q3	$397K	Hold	2,131	–	–	0.4%	17
2025 Q2	$377K	Hold	2,131	–	–	0.4%	16
2025 Q1	$368K	Hold	2,131	–	–	0.42%	16
2024 Q4	$361K	Buy	+2,131	New	+$374K	0.37%	19
2021 Q4	$313K	Hold	2,131	–	–	0.43%	18
2021 Q3	$288K	Hold	2,131	–	–	0.45%	16
2021 Q2	$293K	Hold	2,131	–	–	0.47%	15
2021 Q1	$280K	Hold	2,131	–	–	0.48%	15
2020 Q4	$254K	Hold	2,131	–	–	0.41%	19
2020 Q3	$223K	Hold	2,131	–	–	0.32%	29
2020 Q2	$212K	Buy	+2,131	New	+$209K	0.27%	30
2019 Q3	–	Sell	-500	Closed	-$55K	–	203
2019 Q2	$55K	Hold	500	–	–	0.05%	84
2019 Q1	$54K	Hold	500	–	–	0.05%	80
2018 Q4	$49K	Buy	+500	New	+$52.6K	0.06%	82

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

MKD Wealth Coaches's VTV Position: Q3 2026 in Review

MKD Wealth Coaches held its Vanguard Morningstar Value ETF (VTV) position steady in Q3 2026 at 1,815 shares worth $392K. The position accounts for 0.32% of the portfolio, ranked #20.

MKD Wealth Coaches first reported a position in VTV in Q4 2018 and has held it in 18 quarters since. The position peaked at $418K in Q1 2026. 1,401 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

MKD Wealth Coaches held 1,815 shares of Vanguard Morningstar Value ETF worth $392K as of Q3 2026.
MKD Wealth Coaches left its Vanguard Morningstar Value ETF share count unchanged in Q3 2026.
Vanguard Morningstar Value ETF made up 0.32% of MKD Wealth Coaches's portfolio in Q3 2026, its #20 holding.
MKD Wealth Coaches first reported a position in Vanguard Morningstar Value ETF in Q4 2018 and has held it in 18 quarters since.
MKD Wealth Coaches's Vanguard Morningstar Value ETF position peaked at $418K in Q1 2026.
1,401 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on MKD Wealth Coaches's 13F filing for Q3 2026, filed 9 Oct 2026.