River Wealth Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

River Wealth 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 Q3	$718K	Sell	3,324 -517	-13%	-$115K	0.08%	121
2026 Q2	$837K	Sell	3,841 -780	-17%	-$163K	0.09%	125
2026 Q1	$907K	Sell	4,621 -322	-7%	-$64.5K	0.1%	114
2025 Q4	$944K	Sell	4,943 -307	-6%	-$57.7K	0.11%	112
2025 Q3	$979K	Buy	5,250 +322	+7%	+$58.3K	0.11%	114
2025 Q2	$871K	Buy	4,928 +1,735	+54%	+$293K	0.11%	123
2025 Q1	$552K	Hold	3,193	–	–	0.08%	143
2024 Q4	$541K	Sell	3,193 -197	-6%	-$34.6K	0.07%	148
2024 Q3	$592K	Buy	+3,390	New	+$568K	0.08%	140
2019 Q1	–	Sell	-570	Closed	-$56K	–	498
2018 Q4	$56K	Sell	570 -617	-52%	-$64.9K	0.02%	232
2018 Q3	$131K	Hold	1,187	–	–	0.05%	188
2018 Q2	$123K	Buy	+1,187	New	+$124K	0.05%	188

Other funds holding VTV

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

River Wealth Advisors's VTV Position: Q3 2026 in Review

River Wealth Advisors reduced its Vanguard Morningstar Value ETF (VTV) stake by 13% in Q3 2026, selling an estimated $115K and leaving 3,324 shares worth $718K. The position accounts for 0.08% of the portfolio, ranked #121.

River Wealth Advisors first reported a position in VTV in Q2 2018 and has held it in 12 quarters since. The position peaked at $979K in Q3 2025. 2,577 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

River Wealth Advisors held 3,324 shares of Vanguard Morningstar Value ETF worth $718K as of Q3 2026.
River Wealth Advisors sold 517 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $115K.
Vanguard Morningstar Value ETF made up 0.08% of River Wealth Advisors's portfolio in Q3 2026, its #121 holding.
River Wealth Advisors first reported a position in Vanguard Morningstar Value ETF in Q2 2018 and has held it in 12 quarters since.
River Wealth Advisors's Vanguard Morningstar Value ETF position peaked at $979K in Q3 2025.
2,577 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on River Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.