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Sunrise Financial Services’s Vanguard Morningstar Value ETF VTV Stock Holding History

Sunrise Financial 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 		$5.01K Hold
23
– – ﹤0.01% 276
2026
Q1 		$4.51K Hold
23
– – ﹤0.01% 297
2025
Q4 		$4.39K Buy
+23
New +$4.33K ﹤0.01% 264

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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

Sunrise Financial Services's VTV Position: Q2 2026 in Review

Sunrise Financial Services held its Vanguard Morningstar Value ETF (VTV) position steady in Q2 2026 at 23 shares worth $5.01K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Sunrise Financial Services first reported a position in VTV in Q4 2025 and has held it in 3 quarters since. 2,789 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Sunrise Financial Services held 23 shares of Vanguard Morningstar Value ETF worth $5.01K as of Q2 2026.
  • Sunrise Financial Services left its Vanguard Morningstar Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Value ETF made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #276 holding.
  • Sunrise Financial Services first reported a position in Vanguard Morningstar Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,789 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.