Quest 10 Wealth Builders’s Vanguard Morningstar Value ETF VTV Stock Holding History

Quest 10 Wealth Builders’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	$4.42M	Sell	20,259 -111	-0.5%	-$23.2K	3.43%	5
2026 Q1	$4M	Sell	20,370 -73	-0.4%	-$14.6K	3.5%	4
2025 Q4	$3.9M	Sell	20,443 -852	-4%	-$160K	3.49%	4
2025 Q3	$3.97M	Sell	21,295 -570	-3%	-$103K	3.66%	4
2025 Q2	$3.86M	Sell	21,865 -381	-2%	-$64.4K	3.76%	4
2025 Q1	$3.86M	Sell	22,246 -1,658	-7%	-$289K	4.13%	4
2024 Q4	$4.05M	Buy	+23,904	New	+$4.2M	4.03%	4

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

Quest 10 Wealth Builders's VTV Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its Vanguard Morningstar Value ETF (VTV) stake by 0.54% in Q2 2026, selling an estimated $23.2K and leaving 20,259 shares worth $4.42M. The position accounts for 3.43% of the portfolio, ranked #5.

Quest 10 Wealth Builders 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.

Quest 10 Wealth Builders held 20,259 shares of Vanguard Morningstar Value ETF worth $4.42M as of Q2 2026.
Quest 10 Wealth Builders sold 111 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $23.2K.
Vanguard Morningstar Value ETF made up 3.43% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #5 holding.
Quest 10 Wealth Builders 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 Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.