SIMA Wealth Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

SIMA Wealth Partners’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	$1.53M	Hold	7,016	–	–	1.08%	17
2026 Q1	$1.38M	Sell	7,016 -1,600	-19%	-$320K	1.05%	17
2025 Q4	$1.65M	Buy	8,616 +5	+0.1%	+$940	1.25%	18
2025 Q3	$1.61M	Sell	8,611 -68	-0.8%	-$12.3K	1.23%	18
2025 Q2	$1.53M	Sell	8,679 -2,559	-23%	-$432K	1.24%	18
2025 Q1	$1.94M	Hold	11,238	–	–	1.61%	16
2024 Q4	$1.9M	Sell	11,238 -174	-2%	-$30.5K	1.62%	16
2024 Q3	$1.99M	Sell	11,412 -546	-5%	-$91.4K	1.73%	17
2024 Q2	$1.92M	Buy	+11,958	New	+$1.91M	1.83%	17

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 22.96% 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

SIMA Wealth Partners's VTV Position: Q2 2026 in Review

SIMA Wealth Partners held its Vanguard Morningstar Value ETF (VTV) position steady in Q2 2026 at 7,016 shares worth $1.53M. The position accounts for 1.08% of the portfolio, ranked #17.

SIMA Wealth Partners first reported a position in VTV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.99M in Q3 2024. 2,781 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

SIMA Wealth Partners held 7,016 shares of Vanguard Morningstar Value ETF worth $1.53M as of Q2 2026.
SIMA Wealth Partners left its Vanguard Morningstar Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Value ETF made up 1.08% of SIMA Wealth Partners's portfolio in Q2 2026, its #17 holding.
SIMA Wealth Partners first reported a position in Vanguard Morningstar Value ETF in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's Vanguard Morningstar Value ETF position peaked at $1.99M in Q3 2024.
2,781 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.