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

Momentum 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
Q1 		– Sell
-34,840
Closed -$6.65M – 47
2025
Q4 		$6.65M Buy
+34,840
New +$6.55M 5.19% 3

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Momentum Wealth Planning's VTV Position: Q1 2026 in Review

Momentum Wealth Planning sold out of Vanguard Morningstar Value ETF (VTV) in Q1 2026, closing a stake of 34,840 shares — an estimated $6.65M sold.

Momentum Wealth Planning first reported a position in VTV in Q4 2025 and held it in 1 quarter. The position peaked at $6.65M in Q4 2025. 2,710 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Momentum Wealth Planning reported no remaining Vanguard Morningstar Value ETF position as of Q1 2026 after selling out during the quarter.
  • Momentum Wealth Planning sold 34,840 Vanguard Morningstar Value ETF shares in Q1 2026, an estimated $6.65M.
  • Momentum Wealth Planning first reported a position in Vanguard Morningstar Value ETF in Q4 2025 and held it in 1 quarter.
  • Momentum Wealth Planning's Vanguard Morningstar Value ETF position peaked at $6.65M in Q4 2025.
  • 2,710 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.

Based on Momentum Wealth Planning's 13F filing for Q1 2026, filed 7 May 2026.