Prevail Innovative Wealth Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Prevail Innovative Wealth Advisors’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	$292K	Sell	1,338 -161	-11%	-$33.6K	0.04%	162
2026 Q1	$294K	Hold	1,499	–	–	0.05%	154
2025 Q4	$286K	Buy	1,499 +161	+12%	+$30.3K	0.05%	174
2025 Q3	$250K	Hold	1,338	–	–	0.05%	187
2025 Q2	$236K	Buy	+1,338	New	+$226K	0.05%	183

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

Prevail Innovative Wealth Advisors's VTV Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors reduced its Vanguard Morningstar Value ETF (VTV) stake by 11% in Q2 2026, selling an estimated $33.6K and leaving 1,338 shares worth $292K. The position accounts for 0.04% of the portfolio, ranked #162.

Prevail Innovative Wealth Advisors first reported a position in VTV in Q2 2025 and has held it in 5 quarters since. The position peaked at $294K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Prevail Innovative Wealth Advisors held 1,338 shares of Vanguard Morningstar Value ETF worth $292K as of Q2 2026.
Prevail Innovative Wealth Advisors sold 161 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $33.6K.
Vanguard Morningstar Value ETF made up 0.04% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #162 holding.
Prevail Innovative Wealth Advisors first reported a position in Vanguard Morningstar Value ETF in Q2 2025 and has held it in 5 quarters since.
Prevail Innovative Wealth Advisors's Vanguard Morningstar Value ETF position peaked at $294K in Q1 2026.
2,789 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.