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Toth Financial Advisory’s Vanguard Morningstar Value ETF VTV Stock Holding History

Toth Financial Advisory’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 		$324K Buy
1,498
+1,063
+244% +$236K 0.03% 200
2026
Q2 		$94.8K Sell
435
-436
-50% -$91K 0.01% 302
2026
Q1 		$171K Buy
+871
New +$174K 0.02% 231
2024
Q4 		– Sell
-81
Closed -$14.1K – 757
2024
Q3 		$14.1K Sell
81
-119
-60% -$19.9K ﹤0.01% 422
2024
Q2 		$32.1K Buy
+200
New +$32K ﹤0.01% 338

Other funds holding VTV

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
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
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return

Toth Financial Advisory's VTV Position: Q3 2026 in Review

Toth Financial Advisory increased its Vanguard Morningstar Value ETF (VTV) stake by 244% in Q3 2026, buying an estimated $236K and bringing the position to 1,498 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #200.

Toth Financial Advisory first reported a position in VTV in Q2 2024 and has held it in 5 quarters since. 160 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

  • Toth Financial Advisory held 1,498 shares of Vanguard Morningstar Value ETF worth $324K as of Q3 2026.
  • Toth Financial Advisory bought 1,063 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $236K.
  • Vanguard Morningstar Value ETF made up 0.03% of Toth Financial Advisory's portfolio in Q3 2026, its #200 holding.
  • Toth Financial Advisory first reported a position in Vanguard Morningstar Value ETF in Q2 2024 and has held it in 5 quarters since.
  • 160 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.