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Sensible Money’s Vanguard Morningstar Value ETF VTV Stock Holding History

Sensible Money’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 		$364K Buy
+1,671
New +$349K 0.1% 70
2025
Q3 		– Sell
-1,288
Closed -$228K – 90
2025
Q2 		$228K Hold
1,288
– – 0.09% 79
2025
Q1 		$222K Sell
1,288
-282
-18% -$49.2K 0.1% 74
2024
Q4 		$266K Hold
1,570
– – 0.12% 65
2024
Q3 		$274K Sell
1,570
-323
-17% -$54.1K 0.12% 66
2024
Q2 		$304K Buy
+1,893
New +$303K 0.15% 60

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

Sensible Money's VTV Position: Q2 2026 in Review

Sensible Money opened a new position in Vanguard Morningstar Value ETF (VTV) in Q2 2026: 1,671 shares worth $364K. The stake represents 0.1% of the portfolio and ranks #70 among its holdings. This is a return to the name: Sensible Money previously reported a position in VTV as recently as Q2 2025.

Sensible Money first reported a position in VTV in Q2 2024 and has held it in 6 quarters since. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Sensible Money held 1,671 shares of Vanguard Morningstar Value ETF worth $364K as of Q2 2026.
  • Vanguard Morningstar Value ETF was a new Sensible Money position in Q2 2026.
  • Vanguard Morningstar Value ETF made up 0.1% of Sensible Money's portfolio in Q2 2026, its #70 holding.
  • Sensible Money first reported a position in Vanguard Morningstar Value ETF in Q2 2024 and has held it in 6 quarters since.
  • 2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Sensible Money's 13F filing for Q2 2026, filed 30 Jul 2026.