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Savvy Advisors Inc’s Vanguard Morningstar Value ETF VTV Stock Holding History

Savvy Advisors Inc’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 		$55.4M Buy
254,013
+7,139
+3% +$1.49M 1.18% 14
2026
Q1 		$48.4M Sell
246,874
-35,558
-13% -$7.12M 1.29% 14
2025
Q4 		$53.9M Buy
282,432
+97,899
+53% +$18.4M 1.74% 10
2025
Q3 		$34.4M Buy
184,533
+56,466
+44% +$10.2M 1.58% 11
2025
Q2 		$22.6M Buy
128,067
+20,335
+19% +$3.43M 1.51% 11
2025
Q1 		$18.6M Buy
107,732
+38,586
+56% +$6.73M 1.87% 9
2024
Q4 		$11.7M Buy
69,146
+9,362
+16% +$1.64M 1.41% 12
2024
Q3 		$10.4M Buy
59,784
+24,199
+68% +$4.05M 2.12% 7
2024
Q2 		$5.71M Buy
35,585
+23,189
+187% +$3.71M 1.86% 11
2024
Q1 		$2.02M Buy
+12,396
New +$1.91M 1.16% 13

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savvy Advisors Inc's VTV Position: Q2 2026 in Review

Savvy Advisors Inc increased its Vanguard Morningstar Value ETF (VTV) stake by 2.9% in Q2 2026, buying an estimated $1.49M and bringing the position to 254,013 shares worth $55.4M. The position accounts for 1.18% of the portfolio, ranked #14.

Savvy Advisors Inc first reported a position in VTV in Q1 2024 and has held it in 10 quarters since. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Savvy Advisors Inc held 254,013 shares of Vanguard Morningstar Value ETF worth $55.4M as of Q2 2026.
  • Savvy Advisors Inc bought 7,139 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $1.49M.
  • Vanguard Morningstar Value ETF made up 1.18% of Savvy Advisors Inc's portfolio in Q2 2026, its #14 holding.
  • Savvy Advisors Inc first reported a position in Vanguard Morningstar Value ETF in Q1 2024 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 Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.