Sagespring Wealth Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Sagespring Wealth Partners’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	$1.12M	Buy	5,155 +269	+6%	+$56.2K	0.02%	317
2026 Q1	$959K	Buy	4,886 +332	+7%	+$66.5K	0.02%	330
2025 Q4	$870K	Buy	4,554 +94	+2%	+$17.7K	0.02%	330
2025 Q3	$832K	Sell	4,460 -544	-11%	-$98.5K	0.02%	334
2025 Q2	$884K	Buy	5,004 +674	+16%	+$114K	0.02%	308
2025 Q1	$748K	Buy	4,330 +9	+0.2%	+$1.57K	0.02%	298
2024 Q4	$732K	Buy	+4,321	New	+$758K	0.02%	274

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

Sagespring Wealth Partners's VTV Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Vanguard Morningstar Value ETF (VTV) stake by 5.5% in Q2 2026, buying an estimated $56.2K and bringing the position to 5,155 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #317.

Sagespring Wealth Partners first reported a position in VTV in Q4 2024 and has held it in 7 quarters since. 2,802 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Sagespring Wealth Partners held 5,155 shares of Vanguard Morningstar Value ETF worth $1.12M as of Q2 2026.
Sagespring Wealth Partners bought 269 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $56.2K.
Vanguard Morningstar Value ETF made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #317 holding.
Sagespring Wealth Partners first reported a position in Vanguard Morningstar Value ETF in Q4 2024 and has held it in 7 quarters since.
2,802 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.