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Sherman Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Sherman Wealth Management’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 		$318K Buy
1,459
+2
+0.1% +$418 0.24% 64
2026
Q1 		$286K Buy
1,457
+8
+0.6% +$1.6K 0.25% 63
2025
Q4 		$277K Buy
+1,449
New +$273K 0.24% 66

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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
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

Sherman Wealth Management's VTV Position: Q2 2026 in Review

Sherman Wealth Management increased its Vanguard Morningstar Value ETF (VTV) stake by 0.14% in Q2 2026, buying an estimated $418 and bringing the position to 1,459 shares worth $318K. The position accounts for 0.24% of the portfolio, ranked #64.

Sherman Wealth Management first reported a position in VTV in Q4 2025 and has held it in 3 quarters since. 2,119 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Sherman Wealth Management held 1,459 shares of Vanguard Morningstar Value ETF worth $318K as of Q2 2026.
  • Sherman Wealth Management bought 2 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $418.
  • Vanguard Morningstar Value ETF made up 0.24% of Sherman Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Sherman Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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