ShankerValleau Wealth Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

ShankerValleau Wealth Advisors’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	$251K	Hold	1,151	–	–	0.07%	38
2026 Q1	$226K	Sell	1,151 -17	-1%	-$3.4K	0.06%	38
2025 Q4	$223K	Hold	1,168	–	–	0.06%	37
2025 Q3	$218K	Hold	1,168	–	–	0.06%	40
2025 Q2	$206K	Hold	1,168	–	–	0.06%	38
2025 Q1	$202K	Buy	+1,168	New	+$204K	0.07%	40
2024 Q4	–	Sell	-1,168	Closed	-$204K	–	40
2024 Q3	$204K	Buy	+1,168	New	+$196K	0.07%	31

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 22.9% 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

ShankerValleau Wealth Advisors's VTV Position: Q2 2026 in Review

ShankerValleau Wealth Advisors held its Vanguard Morningstar Value ETF (VTV) position steady in Q2 2026 at 1,151 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #38.

ShankerValleau Wealth Advisors first reported a position in VTV in Q3 2024 and has held it in 7 quarters since. 2,808 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

ShankerValleau Wealth Advisors held 1,151 shares of Vanguard Morningstar Value ETF worth $251K as of Q2 2026.
ShankerValleau Wealth Advisors left its Vanguard Morningstar Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Value ETF made up 0.07% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #38 holding.
ShankerValleau Wealth Advisors first reported a position in Vanguard Morningstar Value ETF in Q3 2024 and has held it in 7 quarters since.
2,808 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on ShankerValleau Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.