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Teamwork Financial Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Teamwork Financial 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
Q2 		– Sell
-1,120
Closed -$220K – 238
2026
Q1 		$220K Buy
+1,120
New +$224K 0.02% 201

Other funds holding VTV

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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 22.9% 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

Teamwork Financial Advisors's VTV Position: Q2 2026 in Review

Teamwork Financial Advisors sold out of Vanguard Morningstar Value ETF (VTV) in Q2 2026, closing a stake of 1,120 shares — an estimated $220K sold.

Teamwork Financial Advisors first reported a position in VTV in Q1 2026 and held it in 1 quarter. The position peaked at $220K in Q1 2026. 2,808 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Teamwork Financial Advisors reported no remaining Vanguard Morningstar Value ETF position as of Q2 2026 after selling out during the quarter.
  • Teamwork Financial Advisors sold 1,120 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $220K.
  • Teamwork Financial Advisors first reported a position in Vanguard Morningstar Value ETF in Q1 2026 and held it in 1 quarter.
  • Teamwork Financial Advisors's Vanguard Morningstar Value ETF position peaked at $220K in Q1 2026.
  • 2,808 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.