Strid Group’s Vanguard Morningstar Value ETF VTV Stock Holding History

Strid 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	$581K	Buy	2,667 +46	+2%	+$9.61K	0.06%	51
2026 Q1	$514K	Hold	2,621	–	–	0.06%	53
2025 Q4	$501K	Hold	2,621	–	–	0.06%	52
2025 Q3	$489K	Hold	2,621	–	–	0.06%	51
2025 Q2	$463K	Hold	2,621	–	–	0.07%	49
2025 Q1	$453K	Hold	2,621	–	–	0.07%	42
2024 Q4	$444K	Hold	2,621	–	–	0.07%	42
2024 Q3	$458K	Sell	2,621 -8,432	-76%	-$1.41M	0.07%	41
2024 Q2	$1.77M	Buy	+11,053	New	+$1.77M	0.29%	24

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

Strid Group's VTV Position: Q2 2026 in Review

Strid Group increased its Vanguard Morningstar Value ETF (VTV) stake by 1.8% in Q2 2026, buying an estimated $9.61K and bringing the position to 2,667 shares worth $581K. The position accounts for 0.06% of the portfolio, ranked #51.

Strid Group first reported a position in VTV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.77M in Q2 2024. 2,795 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Strid Group held 2,667 shares of Vanguard Morningstar Value ETF worth $581K as of Q2 2026.
Strid Group bought 46 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $9.61K.
Vanguard Morningstar Value ETF made up 0.06% of Strid Group's portfolio in Q2 2026, its #51 holding.
Strid Group first reported a position in Vanguard Morningstar Value ETF in Q2 2024 and has held it in 9 quarters since.
Strid Group's Vanguard Morningstar Value ETF position peaked at $1.77M in Q2 2024.
2,795 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Strid Group's 13F filing for Q2 2026, filed 23 Jul 2026.