Seeds Investor’s Vanguard Morningstar Value ETF VTV Stock Holding History

Seeds Investor’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	$4.38M	Sell	20,091 -531	-3%	-$111K	0.45%	56
2026 Q1	$4.19M	Sell	20,622 -92	-0.4%	-$18.4K	0.57%	46
2025 Q4	$3.96M	Buy	20,714 +29	+0.1%	+$5.46K	0.76%	31
2025 Q3	$3.86M	Sell	20,685 -64	-0.3%	-$11.6K	0.81%	30
2025 Q2	$3.67M	Sell	20,749 -1,680	-7%	-$284K	0.86%	26
2025 Q1	$3.87M	Buy	22,429 +305	+1%	+$53.2K	1.09%	24
2024 Q4	$3.75M	Buy	22,124 +487	+2%	+$85.5K	1.07%	20
2024 Q3	$3.78M	Buy	21,637 +6,589	+44%	+$1.1M	1.41%	12
2024 Q2	$2.41M	Buy	+15,048	New	+$2.41M	1.24%	12

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

Seeds Investor's VTV Position: Q2 2026 in Review

Seeds Investor reduced its Vanguard Morningstar Value ETF (VTV) stake by 2.6% in Q2 2026, selling an estimated $111K and leaving 20,091 shares worth $4.38M. The position accounts for 0.45% of the portfolio, ranked #56.

Seeds Investor first reported a position in VTV in Q2 2024 and has held it in 9 quarters since. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Seeds Investor held 20,091 shares of Vanguard Morningstar Value ETF worth $4.38M as of Q2 2026.
Seeds Investor sold 531 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $111K.
Vanguard Morningstar Value ETF made up 0.45% of Seeds Investor's portfolio in Q2 2026, its #56 holding.
Seeds Investor first reported a position in Vanguard Morningstar Value ETF in Q2 2024 and has held it in 9 quarters since.
2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Seeds Investor's 13F filing for Q2 2026, filed 12 Aug 2026.