Resolute Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Resolute 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	$278K	Buy	1,276 +6	+0.5%	+$1.25K	0.07%	63
2026 Q1	$249K	Buy	1,270 +7	+0.6%	+$1.4K	0.1%	66
2025 Q4	$241K	Buy	1,263 +13	+1%	+$2.44K	0.08%	59
2025 Q3	$234K	Buy	1,250 +7	+0.6%	+$1.27K	0.06%	61
2025 Q2	$221K	Hold	1,243	–	–	0.05%	60
2025 Q1	$215K	Buy	1,243 +7	+0.6%	+$1.22K	0.06%	52
2024 Q4	$209K	Buy	1,236 +7	+0.6%	+$1.23K	0.04%	72
2024 Q3	$215K	Buy	+1,229	New	+$206K	0.04%	52
2024 Q2	–	Sell	-1,215	Closed	-$198K	–	60
2024 Q1	$198K	Buy	1,215 +7	+0.6%	+$1.08K	0.04%	49
2023 Q4	$181K	Buy	+1,208	New	+$170K	0.02%	57
2022 Q4	–	Sell	-1,168	Closed	-$144K	–	129
2022 Q3	$144K	Buy	+1,168	New	+$158K	0.02%	55

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

Resolute Advisors's VTV Position: Q2 2026 in Review

Resolute Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 0.47% in Q2 2026, buying an estimated $1.25K and bringing the position to 1,276 shares worth $278K. The position accounts for 0.07% of the portfolio, ranked #63.

Resolute Advisors first reported a position in VTV in Q3 2022 and has held it in 11 quarters since. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Resolute Advisors held 1,276 shares of Vanguard Morningstar Value ETF worth $278K as of Q2 2026.
Resolute Advisors bought 6 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $1.25K.
Vanguard Morningstar Value ETF made up 0.07% of Resolute Advisors's portfolio in Q2 2026, its #63 holding.
Resolute Advisors first reported a position in Vanguard Morningstar Value ETF in Q3 2022 and has held it in 11 quarters since.
2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Resolute Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.