Riversedge Advisors
VTV icon

Riversedge Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Riversedge 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 		$86.1M Buy
398,629
+2,081
+0.5% +$462K 10.59% 1
2026
Q2 		$86.4M Buy
396,548
+21,512
+6% +$4.49M 11.38% 1
2026
Q1 		$73.6M Buy
375,036
+319,174
+571% +$63.9M 11.91% 1
2025
Q4 		$10.7M Buy
55,862
+872
+2% +$164K 1.73% 15
2025
Q3 		$10.3M Buy
54,990
+4,830
+10% +$875K 1.72% 17
2025
Q2 		$8.87M Buy
50,160
+16,040
+47% +$2.71M 1.73% 16
2025
Q1 		$5.89M Buy
34,120
+3,175
+10% +$554K 1.31% 19
2024
Q4 		$5.24M Buy
30,945
+125
+0.4% +$21.9K 1.18% 22
2024
Q3 		$5.38M Buy
30,820
+306
+1% +$51.2K 1.22% 21
2024
Q2 		$4.89M Sell
30,514
-2,498
-8% -$399K 1.19% 22
2024
Q1 		$5.38M Buy
33,012
+175
+0.5% +$27K 1.33% 18
2023
Q4 		$4.91M Buy
32,837
+1,132
+4% +$159K 1.34% 20
2023
Q3 		$4.37M Sell
31,705
-23,046
-42% -$3.3M 1.29% 19
2023
Q2 		$7.78M Sell
54,751
-1,125
-2% -$156K 2.13% 16
2023
Q1 		$7.72M Sell
55,876
-481
-0.9% -$67.5K 2.25% 12
2022
Q4 		$7.91M Buy
56,357
+1,269
+2% +$175K 2.56% 11
2022
Q3 		$6.8M Buy
55,088
+4,030
+8% +$545K 2.46% 11
2022
Q2 		$6.73M Buy
51,058
+14,160
+38% +$2M 2.5% 10
2022
Q1 		$5.45M Buy
36,898
+9,672
+36% +$1.41M 1.77% 16
2021
Q4 		$4M Buy
27,226
+4,629
+20% +$661K 1.27% 16
2021
Q3 		$3.06M Buy
22,597
+20,787
+1,148% +$2.89M 1.05% 18
2021
Q2 		$249K Hold
1,810
– – 0.09% 45
2021
Q1 		$238K Buy
1,810
+2
+0.1% +$251 0.1% 40
2020
Q4 		$215K Buy
+1,808
New +$203K 0.1% 45
2020
Q1 		– Sell
-34,590
Closed -$4.15M – 46
2019
Q4 		$4.15M Buy
34,590
+3,148
+10% +$363K 4.91% 8
2019
Q3 		$3.34M Hold
31,442
– – 4.69% 8
2019
Q2 		$3.34M Buy
+31,442
New +$3.43M 4.69% 8

Other funds holding VTV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Balentine LLC
Balentine LLC Atlanta, Georgia $2.7B AUM 14.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Riversedge Advisors's VTV Position: Q3 2026 in Review

Riversedge Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 0.52% in Q3 2026, buying an estimated $462K and bringing the position to 398,629 shares worth $86.1M. The position accounts for 10.59% of the portfolio, ranked #1.

Riversedge Advisors first reported a position in VTV in Q2 2019 and has held it in 27 quarters since. The position peaked at $86.4M in Q2 2026. 1,925 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

  • Riversedge Advisors held 398,629 shares of Vanguard Morningstar Value ETF worth $86.1M as of Q3 2026.
  • Riversedge Advisors bought 2,081 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $462K.
  • Vanguard Morningstar Value ETF made up 10.59% of Riversedge Advisors's portfolio in Q3 2026, its #1 holding.
  • Riversedge Advisors first reported a position in Vanguard Morningstar Value ETF in Q2 2019 and has held it in 27 quarters since.
  • Riversedge Advisors's Vanguard Morningstar Value ETF position peaked at $86.4M in Q2 2026.
  • 1,925 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.