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Moneywise Inc’s Vanguard 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

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Moneywise Inc's VTV Position: Q2 2026 in Review

Moneywise Inc opened a new position in Vanguard 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.

727 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

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

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