15 Wealth Advisors LLC’s Vanguard Morningstar Value ETF VTV Stock Holding History

15 Wealth Advisors LLC’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	$5.21M	Buy	+24,097	New	+$5.36M	1.3%	21

Other funds holding VTV

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

15 Wealth Advisors LLC's VTV Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in Vanguard Morningstar Value ETF (VTV) in Q3 2026: 24,097 shares worth $5.21M. The stake represents 1.3% of the portfolio and ranks #21 among its holdings.

378 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

15 Wealth Advisors LLC held 24,097 shares of Vanguard Morningstar Value ETF worth $5.21M as of Q3 2026.
Vanguard Morningstar Value ETF was a new 15 Wealth Advisors LLC position in Q3 2026.
Vanguard Morningstar Value ETF made up 1.3% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #21 holding.
378 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.