Mutual Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $32.9M | Buy |
151,081
+22,828
| +18% | +$4.77M | 0.62% | 21 |
|
|
2026
Q1 | $25.2M | Buy |
128,253
+2,524
| +2% | +$505K | 0.54% | 28 |
|
|
2025
Q4 | $24M | Buy |
125,729
+1,472
| +1% | +$277K | 0.51% | 29 |
|
|
2025
Q3 | $23.3M | Sell |
124,257
-1,985
| -2% | -$359K | 0.51% | 29 |
|
|
2025
Q2 | $22.8M | Buy |
126,242
+1,347
| +1% | +$228K | 0.57% | 25 |
|
|
2025
Q1 | $20.6M | Buy |
124,895
+18,154
| +17% | +$3.17M | 0.59% | 24 |
|
|
2024
Q4 | $18.5M | Sell |
106,741
-8,095
| -7% | -$1.42M | 0.54% | 23 |
|
|
2024
Q3 | $20.1M | Sell |
114,836
-20,587
| -15% | -$3.45M | 0.59% | 21 |
|
|
2024
Q2 | $22.6M | Buy |
135,423
+18,917
| +16% | +$3.02M | 0.68% | 18 |
|
|
2024
Q1 | $19M | Buy |
116,506
+15,468
| +15% | +$2.38M | 0.61% | 21 |
|
|
2023
Q4 | $15.1M | Sell |
101,038
-40,612
| -29% | -$5.71M | 0.53% | 25 |
|
|
2023
Q3 | $19.5M | Buy |
141,650
+12,799
| +10% | +$1.83M | 0.76% | 16 |
|
|
2023
Q2 | $18.3M | Buy |
128,851
+18,413
| +17% | +$2.56M | 0.69% | 19 |
|
|
2023
Q1 | $15.3M | Sell |
110,438
-3,496
| -3% | -$491K | 0.63% | 20 |
|
|
2022
Q4 | $16M | Buy |
113,934
+26,873
| +31% | +$3.7M | 0.72% | 16 |
|
|
2022
Q3 | $10.8M | Buy |
87,061
+17,218
| +25% | +$2.33M | 0.55% | 22 |
|
|
2022
Q2 | $9.21M | Sell |
69,843
-40,831
| -37% | -$5.76M | 0.61% | 23 |
|
|
2022
Q1 | $16.4M | Buy |
110,674
+67,755
| +158% | +$9.89M | 0.92% | 11 |
|
|
2021
Q4 | $6.31M | Sell |
42,919
-187
| -0.4% | -$26.7K | 0.33% | 61 |
|
|
2021
Q3 | $5.83M | Sell |
43,106
-11,798
| -21% | -$1.64M | 0.35% | 59 |
|
|
2021
Q2 | $7.55M | Buy |
54,904
+16,155
| +42% | +$2.22M | 0.45% | 40 |
|
|
2021
Q1 | $5.09M | Buy |
38,749
+14,390
| +59% | +$1.8M | 0.35% | 65 |
|
|
2020
Q4 | $2.9M | Buy |
24,359
+803
| +3% | +$90.3K | 0.22% | 102 |
|
|
2020
Q3 | $2.46M | Buy |
23,556
+405
| +2% | +$42.4K | 0.21% | 110 |
|
|
2020
Q2 | $2.31M | Sell |
23,151
-71,777
| -76% | -$7.04M | 0.23% | 105 |
|
|
2020
Q1 | $8.45M | Sell |
94,928
-3,755
| -4% | -$412K | 1.15% | 14 |
|
|
2019
Q4 | $11.8M | Buy |
98,683
+84,342
| +588% | +$9.74M | 1.26% | 9 |
|
|
2019
Q3 | $1.6M | Buy |
14,341
+750
| +6% | +$83K | 0.21% | 119 |
|
|
2019
Q2 | $1.51M | Buy |
13,591
+3,520
| +35% | +$384K | 0.2% | 126 |
|
|
2019
Q1 | $1.08M | Buy |
10,071
+3,611
| +56% | +$380K | 0.16% | 158 |
|
|
2018
Q4 | $633K | Buy |
6,460
+767
| +13% | +$80.7K | 0.12% | 198 |
|
|
2018
Q3 | $630K | Buy |
5,693
+793
| +16% | +$86.6K | 0.1% | 246 |
|
|
2018
Q2 | $509K | Buy |
4,900
+570
| +13% | +$59.7K | 0.12% | 240 |
|
|
2018
Q1 | $447K | Buy |
4,330
+1,121
| +35% | +$120K | 0.11% | 255 |
|
|
2017
Q4 | $341K | Buy |
+3,209
| New | +$331K | 0.13% | 209 |
|
Other funds holding VTV
EWA
Mutual Advisors's VTV Position: Q2 2026 in Review
Mutual Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 18% in Q2 2026, buying an estimated $4.77M and bringing the position to 151,081 shares worth $32.9M. The position accounts for 0.62% of the portfolio, ranked #21.
Mutual Advisors first reported a position in VTV in Q4 2017 and has held it in 35 quarters since. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.
- Mutual Advisors held 151,081 shares of Vanguard Morningstar Value ETF worth $32.9M as of Q2 2026.
- Mutual Advisors bought 22,828 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $4.77M.
- Vanguard Morningstar Value ETF made up 0.62% of Mutual Advisors's portfolio in Q2 2026, its #21 holding.
- Mutual Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2017 and has held it in 35 quarters since.
- 2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.
Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.