StackStone Wealth’s Vanguard Morningstar Value ETF VTV Stock Holding History

StackStone Wealth’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	$673K	Buy	+3,113	New	+$692K	0.07%	204

Other funds holding VTV

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

StackStone Wealth's VTV Position: Q3 2026 in Review

StackStone Wealth opened a new position in Vanguard Morningstar Value ETF (VTV) in Q3 2026: 3,113 shares worth $673K. The stake represents 0.07% of the portfolio and ranks #204 among its holdings.

1,335 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

StackStone Wealth held 3,113 shares of Vanguard Morningstar Value ETF worth $673K as of Q3 2026.
Vanguard Morningstar Value ETF was a new StackStone Wealth position in Q3 2026.
Vanguard Morningstar Value ETF made up 0.07% of StackStone Wealth's portfolio in Q3 2026, its #204 holding.
1,335 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.