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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
Q3 		$633K Sell
2,930
-28,674
-91% -$6.37M 0.6% 42
2026
Q2 		$6.89M Buy
+31,604
New +$6.6M 2.57% 12

Other funds holding VTV

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Moneywise Inc's VTV Position: Q3 2026 in Review

Moneywise Inc reduced its Vanguard Morningstar Value ETF (VTV) stake by 91% in Q3 2026, selling an estimated $6.37M and leaving 2,930 shares worth $633K. The position accounts for 0.6% of the portfolio, ranked #42.

Moneywise Inc first reported a position in VTV in Q2 2026 and has held it in 2 quarters since. The position peaked at $6.89M in Q2 2026. 2,577 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

  • Moneywise Inc held 2,930 shares of Vanguard Morningstar Value ETF worth $633K as of Q3 2026.
  • Moneywise Inc sold 28,674 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $6.37M.
  • Vanguard Morningstar Value ETF made up 0.6% of Moneywise Inc's portfolio in Q3 2026, its #42 holding.
  • Moneywise Inc first reported a position in Vanguard Morningstar Value ETF in Q2 2026 and has held it in 2 quarters since.
  • Moneywise Inc's Vanguard Morningstar Value ETF position peaked at $6.89M in Q2 2026.
  • 2,577 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Moneywise Inc's 13F filing for Q3 2026, filed 30 Oct 2026.