Spurstone Advisory Services’s Vanguard Morningstar Value ETF VTV Stock Holding History

Spurstone Advisory Services’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	$6.09K	Buy	28 +17	+155%	+$3.55K	0.08%	48
2026 Q1	$2.16K	Sell	11 -8	-42%	-$1.6K	0.04%	41
2025 Q4	$3.63K	Hold	19	–	–	0.06%	52
2025 Q3	$3.54K	Hold	19	–	–	0.05%	65
2025 Q2	$3.36K	Hold	19	–	–	0.05%	92
2025 Q1	$3.28K	Hold	19	–	–	0.06%	60
2024 Q4	$3.22K	Buy	+19	New	+$3.33K	0.06%	53

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

Spurstone Advisory Services's VTV Position: Q2 2026 in Review

Spurstone Advisory Services increased its Vanguard Morningstar Value ETF (VTV) stake by 155% in Q2 2026, buying an estimated $3.55K and bringing the position to 28 shares worth $6.09K. The position accounts for 0.08% of the portfolio, ranked #48.

Spurstone Advisory Services first reported a position in VTV in Q4 2024 and has held it in 7 quarters since. 2,800 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Spurstone Advisory Services held 28 shares of Vanguard Morningstar Value ETF worth $6.09K as of Q2 2026.
Spurstone Advisory Services bought 17 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $3.55K.
Vanguard Morningstar Value ETF made up 0.08% of Spurstone Advisory Services's portfolio in Q2 2026, its #48 holding.
Spurstone Advisory Services first reported a position in Vanguard Morningstar Value ETF in Q4 2024 and has held it in 7 quarters since.
2,800 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.