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Strengthening Families & Communities LLC’s Vanguard Morningstar Value ETF VTV Stock Holding History

Strengthening Families & Communities LLC’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 		$66.8K Buy
307
+2
+0.7% +$418 0.01% 186
2026
Q1 		$59.9K Buy
+305
New +$61.1K 0.01% 192
2025
Q4 		– Sell
-1
Closed -$338 – 743
2025
Q3 		$338 Buy
+1
New +$181 ﹤0.01% 655
2024
Q4 		– Sell
-2
Closed -$311 – 566
2024
Q3 		$311 Sell
2
-72
-97% -$12.1K ﹤0.01% 559
2024
Q2 		$12K Buy
+74
New +$11.8K ﹤0.01% 368
2023
Q1 		– Sell
-7
Closed -$1K – 423
2022
Q4 		$1K Buy
+7
New +$964 ﹤0.01% 337

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

Strengthening Families & Communities LLC's VTV Position: Q2 2026 in Review

Strengthening Families & Communities LLC increased its Vanguard Morningstar Value ETF (VTV) stake by 0.66% in Q2 2026, buying an estimated $418 and bringing the position to 307 shares worth $66.8K. The position accounts for 0.01% of the portfolio, ranked #186.

Strengthening Families & Communities LLC first reported a position in VTV in Q4 2022 and has held it in 6 quarters since. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Strengthening Families & Communities LLC held 307 shares of Vanguard Morningstar Value ETF worth $66.8K as of Q2 2026.
  • Strengthening Families & Communities LLC bought 2 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $418.
  • Vanguard Morningstar Value ETF made up 0.01% of Strengthening Families & Communities LLC's portfolio in Q2 2026, its #186 holding.
  • Strengthening Families & Communities LLC first reported a position in Vanguard Morningstar Value ETF in Q4 2022 and has held it in 6 quarters since.
  • 2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q2 2026, filed 11 Aug 2026.