Morton Brown Family Wealth’s Vanguard Morningstar Value ETF VTV Stock Holding History

Morton Brown Family Wealth’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	$68.6K	Sell	315 -60	-16%	-$12.5K	0.02%	112
2026 Q1	$73.5K	Buy	375 +1	+0.3%	+$200	0.02%	98
2025 Q4	$71.5K	Sell	374 -69	-16%	-$13K	0.02%	100
2025 Q3	$82.6K	Buy	443 +178	+67%	+$32.2K	0.02%	91
2025 Q2	$46.8K	Hold	265	–	–	0.01%	112
2025 Q1	$45.8K	Hold	265	–	–	0.02%	107
2024 Q4	$44.9K	Hold	265	–	–	0.02%	109
2024 Q3	$46.3K	Hold	265	–	–	0.02%	100
2024 Q2	$44.1K	Hold	265	–	–	0.02%	95
2024 Q1	$43.2K	Hold	265	–	–	0.02%	91
2023 Q4	$39.6K	Buy	265 +7	+3%	+$985	0.02%	112
2023 Q3	$35.6K	Hold	258	–	–	0.02%	90
2023 Q2	$36.7K	Hold	258	–	–	0.02%	85
2023 Q1	$35.6K	Hold	258	–	–	0.02%	85
2022 Q4	$36.2K	Hold	258	–	–	0.02%	82
2022 Q3	$32K	Hold	258	–	–	0.03%	79
2022 Q2	$34K	Buy	+258	New	+$36.4K	0.03%	75

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

Morton Brown Family Wealth's VTV Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its Vanguard Morningstar Value ETF (VTV) stake by 16% in Q2 2026, selling an estimated $12.5K and leaving 315 shares worth $68.6K. The position accounts for 0.02% of the portfolio, ranked #112.

Morton Brown Family Wealth first reported a position in VTV in Q2 2022 and has held it in 17 quarters since. The position peaked at $82.6K in Q3 2025. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Morton Brown Family Wealth held 315 shares of Vanguard Morningstar Value ETF worth $68.6K as of Q2 2026.
Morton Brown Family Wealth sold 60 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $12.5K.
Vanguard Morningstar Value ETF made up 0.02% of Morton Brown Family Wealth's portfolio in Q2 2026, its #112 holding.
Morton Brown Family Wealth first reported a position in Vanguard Morningstar Value ETF in Q2 2022 and has held it in 17 quarters since.
Morton Brown Family Wealth's Vanguard Morningstar Value ETF position peaked at $82.6K in Q3 2025.
2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.