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Resolute Wealth Advisor’s Vanguard Morningstar Value ETF VTV Stock Holding History

Resolute Wealth Advisor’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
Q1 		$513K Buy
+2,613
New +$523K 0.29% 45
2025
Q2 		$513K Buy
+2,613
New +$441K 0.29% 45

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Resolute Wealth Advisor's VTV Position: Q1 2026 in Review

Resolute Wealth Advisor opened a new position in Vanguard Morningstar Value ETF (VTV) in Q1 2026: 2,613 shares worth $513K. The stake represents 0.29% of the portfolio and ranks #45 among its holdings. This is a return to the name: Resolute Wealth Advisor previously reported a position in VTV as recently as Q2 2025.

Resolute Wealth Advisor first reported a position in VTV in Q2 2025 and has held it in 2 quarters since. 2,709 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Resolute Wealth Advisor held 2,613 shares of Vanguard Morningstar Value ETF worth $513K as of Q1 2026.
  • Vanguard Morningstar Value ETF was a new Resolute Wealth Advisor position in Q1 2026.
  • Vanguard Morningstar Value ETF made up 0.29% of Resolute Wealth Advisor's portfolio in Q1 2026, its #45 holding.
  • Resolute Wealth Advisor first reported a position in Vanguard Morningstar Value ETF in Q2 2025 and has held it in 2 quarters since.
  • 2,709 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.

Based on Resolute Wealth Advisor's 13F filing for Q1 2026, filed 11 May 2026.