SIP
VTV icon

Sellwood Investment Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Sellwood Investment 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 		$104K Sell
479
-137
-22% -$28.6K 0.04% 43
2026
Q1 		$121K Hold
616
– – 0.05% 41
2025
Q4 		$118K Hold
616
– – 0.05% 39
2025
Q3 		$115K Hold
616
– – 0.05% 42
2025
Q2 		$109K Buy
+616
New +$104K 0.05% 36

Other funds holding VTV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sellwood Investment Partners's VTV Position: Q2 2026 in Review

Sellwood Investment Partners reduced its Vanguard Morningstar Value ETF (VTV) stake by 22% in Q2 2026, selling an estimated $28.6K and leaving 479 shares worth $104K. The position accounts for 0.04% of the portfolio, ranked #43.

Sellwood Investment Partners first reported a position in VTV in Q2 2025 and has held it in 5 quarters since. The position peaked at $121K in Q1 2026. 1,993 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Sellwood Investment Partners held 479 shares of Vanguard Morningstar Value ETF worth $104K as of Q2 2026.
  • Sellwood Investment Partners sold 137 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $28.6K.
  • Vanguard Morningstar Value ETF made up 0.04% of Sellwood Investment Partners's portfolio in Q2 2026, its #43 holding.
  • Sellwood Investment Partners first reported a position in Vanguard Morningstar Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Sellwood Investment Partners's Vanguard Morningstar Value ETF position peaked at $121K in Q1 2026.
  • 1,993 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.