Physician Wealth Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Physician Wealth Advisors’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	$113K	Sell	517 -1	-0.2%	-$209	0.01%	294
2026 Q1	$102K	Buy	518 +73	+16%	+$14.6K	0.01%	276
2025 Q4	$85K	Sell	445 -1	-0.2%	-$188	0.01%	298
2025 Q3	$83.2K	Sell	446 -816	-65%	-$148K	0.01%	298
2025 Q2	$223K	Sell	1,262 -74	-6%	-$12.5K	0.04%	167
2025 Q1	$231K	Sell	1,336 -977	-42%	-$170K	0.04%	158
2024 Q4	$392K	Buy	2,313 +730	+46%	+$128K	0.07%	115
2024 Q3	$279K	Sell	1,583 -85	-5%	-$14.2K	0.05%	144
2024 Q2	$279K	Buy	1,668 +7	+0.4%	+$1.12K	0.05%	132
2024 Q1	$257K	Buy	1,661 +104	+7%	+$16K	0.05%	137
2023 Q4	$233K	Sell	1,557 -11,336	-88%	-$1.59M	0.05%	143
2023 Q3	$1.77M	Buy	12,893 +395	+3%	+$56.6K	0.46%	35
2023 Q2	$1.78M	Buy	12,498 +84	+0.7%	+$11.7K	0.44%	33
2023 Q1	$1.75M	Buy	12,414 +147	+1%	+$20.6K	0.46%	33
2022 Q4	$1.75M	Buy	12,267 +1,538	+14%	+$212K	0.47%	33
2022 Q3	$1.4M	Buy	10,729 +584	+6%	+$78.9K	0.43%	38
2022 Q2	$1.4M	Buy	10,145 +536	+6%	+$75.6K	0.41%	40
2022 Q1	$1.4M	Buy	+9,609	New	+$1.4M	0.37%	47

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

Physician Wealth Advisors's VTV Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Vanguard Morningstar Value ETF (VTV) stake by 0.19% in Q2 2026, selling an estimated $209 and leaving 517 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #294.

Physician Wealth Advisors first reported a position in VTV in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.78M in Q2 2023. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Physician Wealth Advisors held 517 shares of Vanguard Morningstar Value ETF worth $113K as of Q2 2026.
Physician Wealth Advisors sold 1 Vanguard Morningstar Value ETF share in Q2 2026, an estimated $209.
Vanguard Morningstar Value ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #294 holding.
Physician Wealth Advisors first reported a position in Vanguard Morningstar Value ETF in Q1 2022 and has held it in 18 quarters since.
Physician Wealth Advisors's Vanguard Morningstar Value ETF position peaked at $1.78M in Q2 2023.
2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.