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Sound View Wealth Advisors Group’s Vanguard Morningstar Value ETF VTV Stock Holding History

Sound View Wealth Advisors 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 		$5.88M Sell
26,998
-187
-0.7% -$39K 0.37% 67
2026
Q1 		$5.33M Sell
27,185
-365
-1% -$73.1K 0.36% 67
2025
Q4 		$5.26M Buy
27,550
+283
+1% +$53.2K 0.35% 66
2025
Q3 		$5.09M Sell
27,267
-166
-0.6% -$30.1K 0.35% 69
2025
Q2 		$4.85M Sell
27,433
-640
-2% -$108K 0.36% 69
2025
Q1 		$4.85M Sell
28,073
-1,327
-5% -$231K 0.4% 60
2024
Q4 		$4.98M Buy
29,400
+81
+0.3% +$14.2K 0.4% 61
2024
Q3 		$5.12M Buy
29,319
+1,218
+4% +$204K 0.42% 58
2024
Q2 		$4.51M Sell
28,101
-635
-2% -$101K 0.46% 53
2024
Q1 		$4.68M Sell
28,736
-1,712
-6% -$264K 0.5% 52
2023
Q4 		$4.55M Sell
30,448
-566
-2% -$79.6K 0.5% 51
2023
Q3 		$4.28M Buy
31,014
+85
+0.3% +$12.2K 0.53% 47
2023
Q2 		$4.4M Sell
30,929
-803
-3% -$112K 0.58% 45
2023
Q1 		$4.38M Buy
31,732
+1,284
+4% +$180K 0.6% 41
2022
Q4 		$4.55M Buy
30,448
+6,537
+27% +$900K 0.5% 51
2022
Q3 		$2.95M Sell
23,911
-146
-0.6% -$19.7K 0.66% 45
2022
Q2 		$3.17M Sell
24,057
-353
-1% -$49.8K 0.66% 44
2022
Q1 		$3.61M Sell
24,410
-238
-1% -$34.7K 0.69% 42
2021
Q4 		$3.63M Sell
24,648
-249
-1% -$35.6K 0.69% 41
2021
Q3 		$3.37M Sell
24,897
-1,801
-7% -$251K 0.7% 42
2021
Q2 		$3.67M Buy
26,698
+694
+3% +$95.4K 0.77% 40
2021
Q1 		$3.42M Sell
26,004
-203
-0.8% -$25.4K 0.8% 37
2020
Q4 		$3.12M Buy
26,207
+2,193
+9% +$247K 0.76% 38
2020
Q3 		$2.51M Buy
24,014
+303
+1% +$31.8K 0.66% 43
2020
Q2 		$2.36M Buy
23,711
+1,700
+8% +$167K 0.66% 47
2020
Q1 		$1.96M Buy
22,011
+1,111
+5% +$122K 0.68% 45
2019
Q4 		$2.5M Sell
20,900
-542
-3% -$62.6K 0.71% 45
2019
Q3 		$2.39M Sell
21,442
-3,679
-15% -$407K 0.71% 45
2019
Q2 		$2.79M Buy
+25,121
New +$2.74M 0.82% 39

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sound View Wealth Advisors Group's VTV Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Vanguard Morningstar Value ETF (VTV) stake by 0.69% in Q2 2026, selling an estimated $39K and leaving 26,998 shares worth $5.88M. The position accounts for 0.37% of the portfolio, ranked #67.

Sound View Wealth Advisors Group first reported a position in VTV in Q2 2019 and has held it in 29 quarters since. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Sound View Wealth Advisors Group held 26,998 shares of Vanguard Morningstar Value ETF worth $5.88M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 187 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $39K.
  • Vanguard Morningstar Value ETF made up 0.37% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #67 holding.
  • Sound View Wealth Advisors Group first reported a position in Vanguard Morningstar Value ETF in Q2 2019 and has held it in 29 quarters since.
  • 2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.