Polaris Financial Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Polaris Financial 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 Q3	$687K	Buy	+3,158	New	+$702K	0.31%	40

Other funds holding VTV

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Polaris Financial Partners's VTV Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Vanguard Morningstar Value ETF (VTV) in Q3 2026: 3,158 shares worth $687K. The stake represents 0.31% of the portfolio and ranks #40 among its holdings.

15 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

Polaris Financial Partners held 3,158 shares of Vanguard Morningstar Value ETF worth $687K as of Q3 2026.
Vanguard Morningstar Value ETF was a new Polaris Financial Partners position in Q3 2026.
Vanguard Morningstar Value ETF made up 0.31% of Polaris Financial Partners's portfolio in Q3 2026, its #40 holding.
15 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.