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

Prasad 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	$365K	Buy	1,677 +6	+0.4%	+$1.25K	0.09%	107
2026 Q1	$328K	Buy	1,671 +7	+0.4%	+$1.4K	0.09%	101
2025 Q4	$318K	Buy	1,664 +5	+0.3%	+$940	0.08%	102
2025 Q3	$309K	Buy	1,659 +15	+0.9%	+$2.72K	0.09%	102
2025 Q2	$291K	Hold	1,644	–	–	0.09%	96
2025 Q1	$284K	Buy	1,644 +7	+0.4%	+$1.22K	0.09%	91
2024 Q4	$277K	Buy	+1,637	New	+$287K	0.09%	92

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Prasad Wealth Partners increased its Vanguard Morningstar Value ETF (VTV) stake by 0.36% in Q2 2026, buying an estimated $1.25K and bringing the position to 1,677 shares worth $365K. The position accounts for 0.09% of the portfolio, ranked #107.

Prasad Wealth Partners first reported a position in VTV in Q4 2024 and has held it in 7 quarters since. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Prasad Wealth Partners held 1,677 shares of Vanguard Morningstar Value ETF worth $365K as of Q2 2026.
Prasad Wealth Partners bought 6 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $1.25K.
Vanguard Morningstar Value ETF made up 0.09% of Prasad Wealth Partners's portfolio in Q2 2026, its #107 holding.
Prasad Wealth Partners first reported a position in Vanguard Morningstar Value ETF in Q4 2024 and has held it in 7 quarters since.
2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.