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 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

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

River Wealth Advisors's VTV Position: Q2 2026 in Review

River Wealth Advisors reduced its Vanguard Morningstar Value ETF (VTV) stake by 17% in Q2 2026, selling an estimated $163K and leaving 3,841 shares worth $837K. The position accounts for 0.09% of the portfolio, ranked #125.

River Wealth Advisors first reported a position in VTV in Q2 2018 and has held it in 11 quarters since. The position peaked at $979K in Q3 2025. 2,802 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

River Wealth Advisors held 3,841 shares of Vanguard Morningstar Value ETF worth $837K as of Q2 2026.
River Wealth Advisors sold 780 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $163K.
Vanguard Morningstar Value ETF made up 0.09% of River Wealth Advisors's portfolio in Q2 2026, its #125 holding.
River Wealth Advisors first reported a position in Vanguard Morningstar Value ETF in Q2 2018 and has held it in 11 quarters since.
River Wealth Advisors's Vanguard Morningstar Value ETF position peaked at $979K in Q3 2025.
2,802 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.