Tanager Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Tanager Wealth Management’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	$353K	Sell	1,622 -278	-15%	-$58.1K	0.03%	114
2026 Q1	$373K	Buy	+1,900	New	+$380K	0.04%	100
2023 Q3	–	Sell	-2,894	Closed	-$411K	–	86
2023 Q2	$411K	Buy	+2,894	New	+$402K	0.09%	57

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

Tanager Wealth Management's VTV Position: Q2 2026 in Review

Tanager Wealth Management reduced its Vanguard Morningstar Value ETF (VTV) stake by 15% in Q2 2026, selling an estimated $58.1K and leaving 1,622 shares worth $353K. The position accounts for 0.03% of the portfolio, ranked #114.

Tanager Wealth Management first reported a position in VTV in Q2 2023 and has held it in 3 quarters since. The position peaked at $411K in Q2 2023. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Tanager Wealth Management held 1,622 shares of Vanguard Morningstar Value ETF worth $353K as of Q2 2026.
Tanager Wealth Management sold 278 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $58.1K.
Vanguard Morningstar Value ETF made up 0.03% of Tanager Wealth Management's portfolio in Q2 2026, its #114 holding.
Tanager Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q2 2023 and has held it in 3 quarters since.
Tanager Wealth Management's Vanguard Morningstar Value ETF position peaked at $411K in Q2 2023.
2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.