Plum Street Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History
Bought
Maintained
Sold
Other funds holding VTV
EWA
Plum Street Advisors's VTV Position: Q2 2026 in Review
Plum Street Advisors reduced its Vanguard Morningstar Value ETF (VTV) stake by 2.5% in Q2 2026, selling an estimated $436K and leaving 82,745 shares worth $18M. The position accounts for 5.76% of the portfolio, ranked #3.
Plum Street Advisors first reported a position in VTV in Q4 2023 and has held it in 11 quarters since. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.
- Plum Street Advisors held 82,745 shares of Vanguard Morningstar Value ETF worth $18M as of Q2 2026.
- Plum Street Advisors sold 2,089 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $436K.
- Vanguard Morningstar Value ETF made up 5.76% of Plum Street Advisors's portfolio in Q2 2026, its #3 holding.
- Plum Street Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2023 and has held it in 11 quarters since.
- 2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.
Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.