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PrairieView Wealth Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

PrairieView Wealth 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 		$11.2M Sell
51,409
-325
-0.6% -$67.9K 8.37% 5
2026
Q1 		$10.2M Buy
51,734
+595
+1% +$119K 8.32% 5
2025
Q4 		$9.77M Buy
51,139
+2,657
+5% +$500K 8.86% 4
2025
Q3 		$9.04M Buy
48,482
+1,356
+3% +$246K 8.49% 5
2025
Q2 		$8.33M Buy
47,126
+1,122
+2% +$190K 8.65% 5
2025
Q1 		$7.95M Sell
46,004
-6,951
-13% -$1.21M 9.71% 4
2024
Q4 		$8.97M Sell
52,955
-337
-0.6% -$59.1K 9.69% 4
2024
Q3 		$9.3M Sell
53,292
-33,359
-38% -$5.59M 10.06% 4
2024
Q2 		$13.9M Buy
86,651
+1,309
+2% +$209K 11.84% 2
2024
Q1 		$13.9M Buy
85,342
+2,446
+3% +$377K 12.61% 2
2023
Q4 		$12.4M Buy
+82,896
New +$11.7M 12.39% 2

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

PrairieView Wealth Partners's VTV Position: Q2 2026 in Review

PrairieView Wealth Partners reduced its Vanguard Morningstar Value ETF (VTV) stake by 0.63% in Q2 2026, selling an estimated $67.9K and leaving 51,409 shares worth $11.2M. The position accounts for 8.37% of the portfolio, ranked #5.

PrairieView Wealth Partners first reported a position in VTV in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.9M in Q2 2024. 2,789 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • PrairieView Wealth Partners held 51,409 shares of Vanguard Morningstar Value ETF worth $11.2M as of Q2 2026.
  • PrairieView Wealth Partners sold 325 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $67.9K.
  • Vanguard Morningstar Value ETF made up 8.37% of PrairieView Wealth Partners's portfolio in Q2 2026, its #5 holding.
  • PrairieView Wealth Partners first reported a position in Vanguard Morningstar Value ETF in Q4 2023 and has held it in 11 quarters since.
  • PrairieView Wealth Partners's Vanguard Morningstar Value ETF position peaked at $13.9M in Q2 2024.
  • 2,789 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on PrairieView Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.