Revisor Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Revisor Wealth Management’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	$731K	Buy	3,353 +1,279	+62%	+$267K	0.18%	143
2026 Q1	$407K	Buy	2,074 +460	+29%	+$92.1K	0.11%	200
2025 Q4	$319K	Buy	1,614 +288	+22%	+$54.2K	0.09%	232
2025 Q3	$247K	Sell	1,326 -311	-19%	-$56.3K	0.09%	236
2025 Q2	$294K	Sell	1,637 -17	-1%	-$2.87K	0.11%	215
2025 Q1	$286K	Buy	+1,654	New	+$288K	0.13%	177
2024 Q4	–	Sell	-1,202	Closed	-$210K	–	177
2024 Q3	$210K	Sell	1,202 -496	-29%	-$83K	0.13%	169
2024 Q2	$272K	Sell	1,698 -123	-7%	-$19.7K	0.19%	129
2024 Q1	$285K	Buy	1,821 +27	+2%	+$4.16K	0.13%	155
2023 Q4	$268K	Sell	1,794 -620	-26%	-$87.2K	0.31%	90
2023 Q3	$333K	Sell	2,414 -15,717	-87%	-$2.25M	0.28%	92
2023 Q2	$2.58M	Sell	18,131 -2,171	-11%	-$302K	2.31%	9
2023 Q1	$2.8M	Buy	+20,302	New	+$2.85M	2.56%	8

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

Revisor Wealth Management's VTV Position: Q2 2026 in Review

Revisor Wealth Management increased its Vanguard Morningstar Value ETF (VTV) stake by 62% in Q2 2026, buying an estimated $267K and bringing the position to 3,353 shares worth $731K. The position accounts for 0.18% of the portfolio, ranked #143.

Revisor Wealth Management first reported a position in VTV in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.8M in Q1 2023. 2,786 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Revisor Wealth Management held 3,353 shares of Vanguard Morningstar Value ETF worth $731K as of Q2 2026.
Revisor Wealth Management bought 1,279 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $267K.
Vanguard Morningstar Value ETF made up 0.18% of Revisor Wealth Management's portfolio in Q2 2026, its #143 holding.
Revisor Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q1 2023 and has held it in 13 quarters since.
Revisor Wealth Management's Vanguard Morningstar Value ETF position peaked at $2.8M in Q1 2023.
2,786 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.