Shum Financial Group’s Vanguard Morningstar Value ETF VTV Stock Holding History

Shum Financial Group’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	$465K	Buy	+2,135	New	+$446K	0.28%	75

Other funds holding VTV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Shum Financial Group's VTV Position: Q2 2026 in Review

Shum Financial Group opened a new position in Vanguard Morningstar Value ETF (VTV) in Q2 2026: 2,135 shares worth $465K. The stake represents 0.28% of the portfolio and ranks #75 among its holdings.

1,882 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Shum Financial Group held 2,135 shares of Vanguard Morningstar Value ETF worth $465K as of Q2 2026.
Vanguard Morningstar Value ETF was a new Shum Financial Group position in Q2 2026.
Vanguard Morningstar Value ETF made up 0.28% of Shum Financial Group's portfolio in Q2 2026, its #75 holding.
1,882 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.