Monument Group Wealth Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Monument Group Wealth Advisors’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	$4.26M	Sell	19,563 -1,555	-7%	-$325K	2.05%	7
2026 Q1	$4.14M	Sell	21,118 -1,833	-8%	-$367K	2.3%	7
2025 Q4	$4.38M	Buy	22,951 +1,136	+5%	+$214K	2.39%	7
2025 Q3	$4.07M	Buy	21,815 +2,634	+14%	+$477K	2.4%	6
2025 Q2	$3.39M	Buy	19,181 +1,188	+7%	+$201K	2.13%	6
2025 Q1	$3.11M	Buy	17,993 +2,357	+15%	+$411K	2.15%	6
2024 Q4	$2.65M	Sell	15,636 -1,031	-6%	-$181K	1.87%	7
2024 Q3	$2.91M	Sell	16,667 -65	-0.4%	-$10.9K	1.75%	6
2024 Q2	$2.68M	Sell	16,732 -1,033	-6%	-$165K	1.81%	6
2024 Q1	$2.89M	Sell	17,765 -1,717	-9%	-$265K	2.14%	6
2023 Q4	$2.91M	Buy	+19,482	New	+$2.74M	2.48%	6

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

Monument Group Wealth Advisors's VTV Position: Q2 2026 in Review

Monument Group Wealth Advisors reduced its Vanguard Morningstar Value ETF (VTV) stake by 7.4% in Q2 2026, selling an estimated $325K and leaving 19,563 shares worth $4.26M. The position accounts for 2.05% of the portfolio, ranked #7.

Monument Group Wealth Advisors first reported a position in VTV in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.38M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Monument Group Wealth Advisors held 19,563 shares of Vanguard Morningstar Value ETF worth $4.26M as of Q2 2026.
Monument Group Wealth Advisors sold 1,555 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $325K.
Vanguard Morningstar Value ETF made up 2.05% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Monument Group Wealth Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2023 and has held it in 11 quarters since.
Monument Group Wealth Advisors's Vanguard Morningstar Value ETF position peaked at $4.38M in Q4 2025.
2,800 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.