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Platform Technology Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Platform Technology 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 		$1.42M Buy
6,538
+11
+0.2% +$2.3K 0.23% 87
2026
Q1 		$1.28M Buy
6,527
+10
+0.2% +$2K 0.25% 94
2025
Q4 		$1.24M Buy
6,517
+16
+0.2% +$3.01K 0.27% 91
2025
Q3 		$1.21M Hold
6,501
– – 0.29% 81
2025
Q2 		$1.15M Hold
6,501
– – 0.3% 84
2025
Q1 		$1.12M Hold
6,501
– – 0.33% 82
2024
Q4 		$1.1M Sell
6,501
-1,483
-19% -$260K 0.33% 79
2024
Q3 		$1.39M Sell
7,984
-15
-0.2% -$2.51K 0.44% 64
2024
Q2 		$1.28M Buy
+7,999
New +$1.28M 0.44% 62
2023
Q4 		$1.22M Buy
7,957
+49
+0.6% +$6.89K 0.47% 64
2023
Q3 		$1.09M Sell
7,908
-56
-0.7% -$8.02K 0.51% 59
2023
Q2 		$1.14M Buy
7,964
+46
+0.6% +$6.39K 0.53% 59
2023
Q1 		$1.09M Buy
7,918
+17
+0.2% +$2.39K 0.54% 55
2022
Q4 		$1.11M Buy
7,901
+108
+1% +$14.9K 0.57% 56
2022
Q3 		$962K Buy
7,793
+115
+1% +$15.5K 0.55% 56
2022
Q2 		$1.01M Buy
7,678
+256
+3% +$36.1K 0.55% 53
2022
Q1 		$1.1M Hold
7,422
– – 0.53% 52
2021
Q4 		$1.09M Hold
7,422
– – 0.48% 54
2021
Q3 		$1M Hold
7,422
– – 0.46% 63
2021
Q2 		$1.02M Buy
+7,422
New +$1.02M 0.42% 68
2020
Q4 		$992K Sell
8,343
-256
-3% -$28.8K 0.48% 55
2020
Q3 		$899K Buy
8,599
+294
+4% +$30.8K 0.55% 48
2020
Q2 		$827K Buy
8,305
+90
+1% +$8.83K 0.58% 43
2020
Q1 		$732K Buy
+8,215
New +$901K 0.67% 37

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

Platform Technology Partners's VTV Position: Q2 2026 in Review

Platform Technology Partners increased its Vanguard Morningstar Value ETF (VTV) stake by 0.17% in Q2 2026, buying an estimated $2.3K and bringing the position to 6,538 shares worth $1.42M. The position accounts for 0.23% of the portfolio, ranked #87.

Platform Technology Partners first reported a position in VTV in Q1 2020 and has held it in 24 quarters since. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Platform Technology Partners held 6,538 shares of Vanguard Morningstar Value ETF worth $1.42M as of Q2 2026.
  • Platform Technology Partners bought 11 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $2.3K.
  • Vanguard Morningstar Value ETF made up 0.23% of Platform Technology Partners's portfolio in Q2 2026, its #87 holding.
  • Platform Technology Partners first reported a position in Vanguard Morningstar Value ETF in Q1 2020 and has held it in 24 quarters since.
  • 2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.