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Pinney & Scofield’s Vanguard Morningstar Value ETF VTV Stock Holding History

Pinney & Scofield’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 		$183K Sell
841
-119
-12% -$24.8K 0.09% 61
2026
Q1 		$188K Sell
960
-155
-14% -$31K 0.1% 58
2025
Q4 		$213K Buy
+1,115
New +$210K 0.12% 50

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

Pinney & Scofield's VTV Position: Q2 2026 in Review

Pinney & Scofield reduced its Vanguard Morningstar Value ETF (VTV) stake by 12% in Q2 2026, selling an estimated $24.8K and leaving 841 shares worth $183K. The position accounts for 0.09% of the portfolio, ranked #61.

Pinney & Scofield first reported a position in VTV in Q4 2025 and has held it in 3 quarters since. The position peaked at $213K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Pinney & Scofield held 841 shares of Vanguard Morningstar Value ETF worth $183K as of Q2 2026.
  • Pinney & Scofield sold 119 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $24.8K.
  • Vanguard Morningstar Value ETF made up 0.09% of Pinney & Scofield's portfolio in Q2 2026, its #61 holding.
  • Pinney & Scofield first reported a position in Vanguard Morningstar Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Pinney & Scofield's Vanguard Morningstar Value ETF position peaked at $213K in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.