Peachtree Investment Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Peachtree Investment Partners’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	$42.4K	Buy	195 +1	+0.5%	+$209	0.01%	119
2026 Q1	$38K	Buy	194 +2	+1%	+$400	0.01%	108
2025 Q4	$36.8K	Sell	192 -236	-55%	-$44.4K	0.01%	107
2025 Q3	$79.9K	Buy	428 +2	+0.5%	+$362	0.03%	100
2025 Q2	$75.3K	Sell	426 -400	-48%	-$67.6K	0.03%	99
2025 Q1	$143K	Buy	+826	New	+$144K	0.06%	92
2022 Q1	–	Sell	-685	Closed	-$101K	–	116
2021 Q4	$101K	Buy	+685	New	+$97.8K	0.04%	87

Other funds holding VTV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Peachtree Investment Partners's VTV Position: Q2 2026 in Review

Peachtree Investment Partners increased its Vanguard Morningstar Value ETF (VTV) stake by 0.52% in Q2 2026, buying an estimated $209 and bringing the position to 195 shares worth $42.4K. The position accounts for 0.01% of the portfolio, ranked #119.

Peachtree Investment Partners first reported a position in VTV in Q4 2021 and has held it in 7 quarters since. The position peaked at $143K in Q1 2025. 1,993 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Peachtree Investment Partners held 195 shares of Vanguard Morningstar Value ETF worth $42.4K as of Q2 2026.
Peachtree Investment Partners bought 1 Vanguard Morningstar Value ETF share in Q2 2026, an estimated $209.
Vanguard Morningstar Value ETF made up 0.01% of Peachtree Investment Partners's portfolio in Q2 2026, its #119 holding.
Peachtree Investment Partners first reported a position in Vanguard Morningstar Value ETF in Q4 2021 and has held it in 7 quarters since.
Peachtree Investment Partners's Vanguard Morningstar Value ETF position peaked at $143K in Q1 2025.
1,993 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Peachtree Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.