Pittenger & Anderson Inc’s Vanguard Morningstar Value ETF VTV Stock Holding History

Pittenger & Anderson Inc’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	$36.6K	Buy	168 +12	+8%	+$2.51K	﹤0.01%	333
2026 Q1	$30.6K	Sell	156 -217	-58%	-$43.4K	﹤0.01%	346
2025 Q4	$71.2K	Buy	373 +232	+165%	+$43.6K	﹤0.01%	288
2025 Q3	$26.3K	Buy	141 +6	+4%	+$1.09K	﹤0.01%	330
2025 Q2	$23.9K	Buy	135 +22	+19%	+$3.72K	﹤0.01%	321
2025 Q1	$19.5K	Hold	113	–	–	﹤0.01%	325
2024 Q4	$19.1K	Buy	113 +41	+57%	+$7.2K	﹤0.01%	331
2024 Q3	$12.6K	Buy	+72	New	+$12.1K	﹤0.01%	369
2024 Q1	–	Sell	-540	Closed	-$80.7K	–	452
2023 Q4	$80.7K	Sell	540 -140	-21%	-$19.7K	﹤0.01%	270
2023 Q3	$93.8K	Hold	680	–	–	﹤0.01%	248
2023 Q2	$96.6K	Hold	680	–	–	﹤0.01%	249
2023 Q1	$93.9K	Hold	680	–	–	﹤0.01%	249
2022 Q4	$95.5K	Hold	680	–	–	0.01%	243
2022 Q3	$84K	Sell	680 -213	-24%	-$28.8K	0.01%	248
2022 Q2	$118K	Hold	893	–	–	0.01%	230
2022 Q1	$132K	Buy	893 +776	+663%	+$113K	0.01%	235
2021 Q4	$17K	Buy	+117	New	+$16.7K	﹤0.01%	322
2020 Q2	–	Sell	-261	Closed	-$23K	–	370
2020 Q1	$23K	Buy	+261	New	+$28.6K	﹤0.01%	268

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

Pittenger & Anderson Inc's VTV Position: Q2 2026 in Review

Pittenger & Anderson Inc increased its Vanguard Morningstar Value ETF (VTV) stake by 7.7% in Q2 2026, buying an estimated $2.51K and bringing the position to 168 shares worth $36.6K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Pittenger & Anderson Inc first reported a position in VTV in Q1 2020 and has held it in 18 quarters since. The position peaked at $132K in Q1 2022. 2,789 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Pittenger & Anderson Inc held 168 shares of Vanguard Morningstar Value ETF worth $36.6K as of Q2 2026.
Pittenger & Anderson Inc bought 12 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $2.51K.
Vanguard Morningstar Value ETF made up ﹤0.01% of Pittenger & Anderson Inc's portfolio in Q2 2026, its #333 holding.
Pittenger & Anderson Inc first reported a position in Vanguard Morningstar Value ETF in Q1 2020 and has held it in 18 quarters since.
Pittenger & Anderson Inc's Vanguard Morningstar Value ETF position peaked at $132K in Q1 2022.
2,789 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2026, filed 27 Jul 2026.