TCWM
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Total Clarity Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Total Clarity 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 		$595K Sell
2,728
-102
-4% -$21.3K 0.12% 184
2026
Q1 		$555K Sell
2,830
-58
-2% -$11.6K 0.13% 164
2025
Q4 		$552K Sell
2,888
-141
-5% -$26.5K 0.13% 161
2025
Q3 		$565K Sell
3,029
-192
-6% -$34.8K 0.15% 158
2025
Q2 		$569K Sell
3,221
-397
-11% -$67.1K 0.16% 143
2025
Q1 		$613K Hold
3,618
– – 0.2% 126
2024
Q4 		$613K Sell
3,618
-411
-10% -$72.1K 0.2% 128
2024
Q3 		$703K Buy
4,029
+12
+0.3% +$2.01K 0.23% 118
2024
Q2 		$644K Sell
4,017
-1,292
-24% -$207K 0.22% 113
2024
Q1 		$865K Buy
5,309
+989
+23% +$152K 0.3% 94
2023
Q4 		$646K Sell
4,320
-425
-9% -$59.8K 0.26% 107
2023
Q3 		$654K Buy
4,745
+2,498
+111% +$358K 0.32% 89
2023
Q2 		$319K Sell
2,247
-195
-8% -$27.1K 0.16% 146
2023
Q1 		$337K Sell
2,442
-12
-0.5% -$1.68K 0.18% 117
2022
Q4 		$344K Buy
2,454
+13
+0.5% +$1.79K 0.18% 143
2022
Q3 		$301K Sell
2,441
-103
-4% -$13.9K 0.19% 152
2022
Q2 		$335K Buy
2,544
+249
+11% +$35.1K 0.17% 140
2022
Q1 		$339K Buy
+2,295
New +$335K 0.19% 148
2021
Q4 		– Sell
-232
Closed -$31K – 1066
2021
Q3 		$31K Buy
+232
New +$32.3K 0.01% 477
2020
Q1 		– Sell
-122
Closed -$15K – 616
2019
Q4 		$15K Buy
+122
New +$14.1K 0.01% 444

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
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

Total Clarity Wealth Management's VTV Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its Vanguard Morningstar Value ETF (VTV) stake by 3.6% in Q2 2026, selling an estimated $21.3K and leaving 2,728 shares worth $595K. The position accounts for 0.12% of the portfolio, ranked #184.

Total Clarity Wealth Management first reported a position in VTV in Q4 2019 and has held it in 20 quarters since. The position peaked at $865K in Q1 2024. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Total Clarity Wealth Management held 2,728 shares of Vanguard Morningstar Value ETF worth $595K as of Q2 2026.
  • Total Clarity Wealth Management sold 102 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $21.3K.
  • Vanguard Morningstar Value ETF made up 0.12% of Total Clarity Wealth Management's portfolio in Q2 2026, its #184 holding.
  • Total Clarity Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q4 2019 and has held it in 20 quarters since.
  • Total Clarity Wealth Management's Vanguard Morningstar Value ETF position peaked at $865K in Q1 2024.
  • 2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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