PIS
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POM Investment Strategies’s Vanguard Morningstar Value ETF VTV Stock Holding History

POM Investment Strategies’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 		– Sell
-51
Closed -$10K – 470
2026
Q1 		$10K Sell
51
-365
-88% -$73.1K 0.01% 210
2025
Q4 		$79.5K Sell
416
-170
-29% -$32K 0.04% 53
2025
Q3 		$109K Buy
586
+575
+5,227% +$104K 0.06% 41
2025
Q2 		$1.94K Hold
11
– – ﹤0.01% 110
2025
Q1 		$1.9K Buy
+11
New +$1.92K ﹤0.01% 160

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

POM Investment Strategies's VTV Position: Q2 2026 in Review

POM Investment Strategies sold out of Vanguard Morningstar Value ETF (VTV) in Q2 2026, closing a stake of 51 shares — an estimated $10K sold.

POM Investment Strategies first reported a position in VTV in Q1 2025 and held it in 5 quarters. The position peaked at $109K in Q3 2025. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • POM Investment Strategies reported no remaining Vanguard Morningstar Value ETF position as of Q2 2026 after selling out during the quarter.
  • POM Investment Strategies sold 51 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $10K.
  • POM Investment Strategies first reported a position in Vanguard Morningstar Value ETF in Q1 2025 and held it in 5 quarters.
  • POM Investment Strategies's Vanguard Morningstar Value ETF position peaked at $109K in Q3 2025.
  • 2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.