Ritter Daniher Financial Advisory’s Vanguard Morningstar Value ETF VTV Stock Holding History

Ritter Daniher Financial Advisory’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	$4.93M	Sell	22,632 -575	-2%	-$120K	0.75%	23
2026 Q1	$4.55M	Sell	23,207 -45	-0.2%	-$9.01K	0.77%	23
2025 Q4	$4.44M	Sell	23,252 -689	-3%	-$130K	0.74%	26
2025 Q3	$4.46M	Buy	23,941 +23,443	+4,707%	+$4.24M	0.79%	27
2025 Q2	$88K	Hold	498	–	–	0.02%	134
2025 Q1	$86K	Hold	498	–	–	0.02%	119
2024 Q4	$84.3K	Hold	498	–	–	0.02%	127
2024 Q3	$86.9K	Buy	498 +249	+100%	+$41.7K	0.03%	119
2024 Q2	$39.9K	Buy	+249	New	+$39.8K	0.01%	167
2023 Q3	–	Sell	-51	Closed	-$7.25K	–	384
2023 Q2	$7.25K	Buy	+51	New	+$7.08K	﹤0.01%	235

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

Ritter Daniher Financial Advisory's VTV Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Vanguard Morningstar Value ETF (VTV) stake by 2.5% in Q2 2026, selling an estimated $120K and leaving 22,632 shares worth $4.93M. The position accounts for 0.75% of the portfolio, ranked #23.

Ritter Daniher Financial Advisory first reported a position in VTV in Q2 2023 and has held it in 10 quarters since. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Ritter Daniher Financial Advisory held 22,632 shares of Vanguard Morningstar Value ETF worth $4.93M as of Q2 2026.
Ritter Daniher Financial Advisory sold 575 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $120K.
Vanguard Morningstar Value ETF made up 0.75% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #23 holding.
Ritter Daniher Financial Advisory first reported a position in Vanguard Morningstar Value ETF in Q2 2023 and has held it in 10 quarters since.
2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.