Moneywise Inc’s Vanguard Morningstar Value ETF VTV Stock Holding History

Moneywise Inc’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	$6.89M	Buy	+31,604	New	+$6.6M	2.57%	12

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

Moneywise Inc's VTV Position: Q2 2026 in Review

Moneywise Inc opened a new position in Vanguard Morningstar Value ETF (VTV) in Q2 2026: 31,604 shares worth $6.89M. The stake represents 2.57% of the portfolio and ranks #12 among its holdings.

2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Moneywise Inc held 31,604 shares of Vanguard Morningstar Value ETF worth $6.89M as of Q2 2026.
Vanguard Morningstar Value ETF was a new Moneywise Inc position in Q2 2026.
Vanguard Morningstar Value ETF made up 2.57% of Moneywise Inc's portfolio in Q2 2026, its #12 holding.
2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.