PUREfi Wealth’s Vanguard Morningstar Value ETF VTV Stock Holding History

PUREfi Wealth’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	$3.06M	Buy	+14,182	New	+$3.15M	1.43%	14

Other funds holding VTV

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

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

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

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

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

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

PUREfi Wealth's VTV Position: Q3 2026 in Review

PUREfi Wealth opened a new position in Vanguard Morningstar Value ETF (VTV) in Q3 2026: 14,182 shares worth $3.06M. The stake represents 1.43% of the portfolio and ranks #14 among its holdings.

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

PUREfi Wealth held 14,182 shares of Vanguard Morningstar Value ETF worth $3.06M as of Q3 2026.
Vanguard Morningstar Value ETF was a new PUREfi Wealth position in Q3 2026.
Vanguard Morningstar Value ETF made up 1.43% of PUREfi Wealth's portfolio in Q3 2026, its #14 holding.
870 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.