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

Precedent 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 Q3	$1.41M	Buy	6,502 +1,270	+24%	+$282K	0.22%	109
2026 Q2	$1.14M	Buy	5,232 +1,439	+38%	+$300K	0.19%	109
2026 Q1	$744K	Sell	3,793 -8,686	-70%	-$1.74M	0.15%	114
2025 Q4	$2.38M	Buy	+12,479	New	+$2.35M	0.5%	64

Other funds holding VTV

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Precedent Wealth Partners's VTV Position: Q3 2026 in Review

Precedent Wealth Partners increased its Vanguard Morningstar Value ETF (VTV) stake by 24% in Q3 2026, buying an estimated $282K and bringing the position to 6,502 shares worth $1.41M. The position accounts for 0.22% of the portfolio, ranked #109.

Precedent Wealth Partners first reported a position in VTV in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.38M in Q4 2025. 2,577 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

Precedent Wealth Partners held 6,502 shares of Vanguard Morningstar Value ETF worth $1.41M as of Q3 2026.
Precedent Wealth Partners bought 1,270 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $282K.
Vanguard Morningstar Value ETF made up 0.22% of Precedent Wealth Partners's portfolio in Q3 2026, its #109 holding.
Precedent Wealth Partners first reported a position in Vanguard Morningstar Value ETF in Q4 2025 and has held it in 4 quarters since.
Precedent Wealth Partners's Vanguard Morningstar Value ETF position peaked at $2.38M in Q4 2025.
2,577 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.