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Paladin Advisory Group’s Vanguard Morningstar Value ETF VTV Stock Holding History

Paladin Advisory Group’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
2023
Q1 		– Sell
-118
Closed -$16.6K – 507
2022
Q4 		$16.6K Hold
118
– – 0.01% 204
2022
Q3 		$14K Hold
118
– – 0.01% 214
2022
Q2 		$15K Buy
+118
New +$16.6K 0.01% 215

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Paladin Advisory Group's VTV Position: Q2 2026 in Review

Paladin Advisory Group reduced its Vanguard Morningstar Value ETF (VTV) stake by 5.7% in Q2 2026, selling an estimated $6.26K and leaving 493 shares worth $107K. The position accounts for 0.07% of the portfolio, ranked #117.

Paladin Advisory Group first reported a position in VTV in Q1 2023 and has held it in 14 quarters since. 2,800 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Paladin Advisory Group held 493 shares of Vanguard Morningstar Value ETF worth $107K as of Q2 2026.
  • Paladin Advisory Group sold 30 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $6.26K.
  • Vanguard Morningstar Value ETF made up 0.07% of Paladin Advisory Group's portfolio in Q2 2026, its #117 holding.
  • Paladin Advisory Group first reported a position in Vanguard Morningstar Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,800 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.