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VTV icon

Tactive Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Tactive Advisors’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 		$360K Buy
1,666
+23
+1% +$5.11K 0.09% 199
2026
Q2 		$358K Sell
1,643
-256
-13% -$53.5K 0.09% 195
2026
Q1 		$373K Buy
1,899
+44
+2% +$8.81K 0.11% 176
2025
Q4 		$354K Sell
1,855
-9
-0.5% -$1.69K 0.1% 178
2025
Q3 		$348K Buy
1,864
+288
+18% +$52.1K 0.1% 185
2025
Q2 		$278K Buy
+1,576
New +$266K 0.09% 183

Other funds holding VTV

MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Tactive Advisors's VTV Position: Q3 2026 in Review

Tactive Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 1.4% in Q3 2026, buying an estimated $5.11K and bringing the position to 1,666 shares worth $360K. The position accounts for 0.09% of the portfolio, ranked #199.

Tactive Advisors first reported a position in VTV in Q2 2025 and has held it in 6 quarters since. The position peaked at $373K in Q1 2026. 378 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

  • Tactive Advisors held 1,666 shares of Vanguard Morningstar Value ETF worth $360K as of Q3 2026.
  • Tactive Advisors bought 23 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $5.11K.
  • Vanguard Morningstar Value ETF made up 0.09% of Tactive Advisors's portfolio in Q3 2026, its #199 holding.
  • Tactive Advisors first reported a position in Vanguard Morningstar Value ETF in Q2 2025 and has held it in 6 quarters since.
  • Tactive Advisors's Vanguard Morningstar Value ETF position peaked at $373K in Q1 2026.
  • 378 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.