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 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

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

MKD Wealth Coaches's VTV Position: Q2 2026 in Review

MKD Wealth Coaches reduced its Vanguard Morningstar Value ETF (VTV) stake by 15% in Q2 2026, selling an estimated $66K and leaving 1,815 shares worth $396K. The position accounts for 0.34% of the portfolio, ranked #17.

MKD Wealth Coaches first reported a position in VTV in Q4 2018 and has held it in 17 quarters since. The position peaked at $418K in Q1 2026. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

MKD Wealth Coaches held 1,815 shares of Vanguard Morningstar Value ETF worth $396K as of Q2 2026.
MKD Wealth Coaches sold 316 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $66K.
Vanguard Morningstar Value ETF made up 0.34% of MKD Wealth Coaches's portfolio in Q2 2026, its #17 holding.
MKD Wealth Coaches first reported a position in Vanguard Morningstar Value ETF in Q4 2018 and has held it in 17 quarters since.
MKD Wealth Coaches's Vanguard Morningstar Value ETF position peaked at $418K in Q1 2026.
2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on MKD Wealth Coaches's 13F filing for Q2 2026, filed 14 Jul 2026.