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Resonant Capital Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Resonant Capital 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 		$246K Hold
1,128
– – 0.01% 459
2026
Q1 		$221K Hold
1,128
– – 0.01% 461
2025
Q4 		$215K Hold
1,128
– – 0.01% 413
2025
Q3 		$211K Hold
1,128
– – 0.01% 410
2025
Q2 		$200K Buy
+1,128
New +$191K 0.01% 406

Other funds holding VTV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Resonant Capital Advisors's VTV Position: Q2 2026 in Review

Resonant Capital Advisors held its Vanguard Morningstar Value ETF (VTV) position steady in Q2 2026 at 1,128 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #459.

Resonant Capital Advisors first reported a position in VTV in Q2 2025 and has held it in 5 quarters since. 1,878 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Resonant Capital Advisors held 1,128 shares of Vanguard Morningstar Value ETF worth $246K as of Q2 2026.
  • Resonant Capital Advisors left its Vanguard Morningstar Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Value ETF made up 0.01% of Resonant Capital Advisors's portfolio in Q2 2026, its #459 holding.
  • Resonant Capital Advisors first reported a position in Vanguard Morningstar Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,878 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.