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

Shira Ridge 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 Q3	$728K	Sell	3,370 -36	-1%	-$8K	0.25%	41
2026 Q2	$742K	Sell	3,406 -25	-0.7%	-$5.22K	0.26%	44
2026 Q1	$673K	Sell	3,431 -42	-1%	-$8.41K	0.27%	43
2025 Q4	$663K	Buy	3,473 +8	+0.2%	+$1.5K	0.27%	45
2025 Q3	$646K	Sell	3,465 -31	-0.9%	-$5.61K	0.27%	45
2025 Q2	$618K	Sell	3,496 -51	-1%	-$8.61K	0.28%	44
2025 Q1	$613K	Sell	3,547 -126	-3%	-$22K	0.31%	45
2024 Q4	$622K	Sell	3,673 -22	-0.6%	-$3.86K	0.3%	45
2024 Q3	$645K	Buy	3,695 +64	+2%	+$10.7K	0.33%	49
2024 Q2	$582K	Sell	3,631 -231	-6%	-$36.9K	0.32%	49
2024 Q1	$629K	Buy	3,862 +281	+8%	+$43.3K	0.36%	44
2023 Q4	$535K	Sell	3,581 -13	-0.4%	-$1.83K	0.32%	49
2023 Q3	$496K	Sell	3,594 -13	-0.4%	-$1.86K	0.33%	45
2023 Q2	$513K	Sell	3,607 -11	-0.3%	-$1.53K	0.32%	46
2023 Q1	$500K	Buy	3,618 +441	+14%	+$61.9K	0.33%	45
2022 Q4	$446K	Buy	+3,177	New	+$438K	0.31%	46

Other funds holding VTV

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

HHWM

Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return

Shira Ridge Wealth Management's VTV Position: Q3 2026 in Review

Shira Ridge Wealth Management reduced its Vanguard Morningstar Value ETF (VTV) stake by 1.1% in Q3 2026, selling an estimated $8K and leaving 3,370 shares worth $728K. The position accounts for 0.25% of the portfolio, ranked #41.

Shira Ridge Wealth Management first reported a position in VTV in Q4 2022 and has held it in 16 quarters since. The position peaked at $742K in Q2 2026. 160 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

Shira Ridge Wealth Management held 3,370 shares of Vanguard Morningstar Value ETF worth $728K as of Q3 2026.
Shira Ridge Wealth Management sold 36 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $8K.
Vanguard Morningstar Value ETF made up 0.25% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #41 holding.
Shira Ridge Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q4 2022 and has held it in 16 quarters since.
Shira Ridge Wealth Management's Vanguard Morningstar Value ETF position peaked at $742K in Q2 2026.
160 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.