Moulton Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Moulton Wealth Management’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	$581K	Buy	+2,664	New	+$556K	0.38%	52
2025 Q1	–	Sell	-2,782	Closed	-$471K	–	45
2024 Q4	$471K	Buy	2,782 +558	+25%	+$97.9K	0.36%	36
2024 Q3	$388K	Buy	+2,224	New	+$372K	0.32%	34
2022 Q1	–	Sell	-21,493	Closed	-$3.22M	–	22
2021 Q4	$3.22M	Sell	21,493 -531	-2%	-$75.8K	2.35%	14
2021 Q3	$3.02M	Buy	22,024 +13,309	+153%	+$1.85M	2.25%	15
2021 Q2	$1.2M	Buy	8,715 +3,860	+80%	+$530K	0.87%	26
2021 Q1	$646K	Buy	+4,855	New	+$609K	0.49%	27

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

Moulton Wealth Management's VTV Position: Q2 2026 in Review

Moulton Wealth Management opened a new position in Vanguard Morningstar Value ETF (VTV) in Q2 2026: 2,664 shares worth $581K. The stake represents 0.38% of the portfolio and ranks #52 among its holdings. This is a return to the name: Moulton Wealth Management previously reported a position in VTV as recently as Q4 2024.

Moulton Wealth Management first reported a position in VTV in Q1 2021 and has held it in 7 quarters since. The position peaked at $3.22M in Q4 2021. 2,800 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Moulton Wealth Management held 2,664 shares of Vanguard Morningstar Value ETF worth $581K as of Q2 2026.
Vanguard Morningstar Value ETF was a new Moulton Wealth Management position in Q2 2026.
Vanguard Morningstar Value ETF made up 0.38% of Moulton Wealth Management's portfolio in Q2 2026, its #52 holding.
Moulton Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q1 2021 and has held it in 7 quarters since.
Moulton Wealth Management's Vanguard Morningstar Value ETF position peaked at $3.22M in Q4 2021.
2,800 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.