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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Toth Financial Advisory's VTV Position: Q2 2026 in Review

Toth Financial Advisory reduced its Vanguard Morningstar Value ETF (VTV) stake by 50% in Q2 2026, selling an estimated $91K and leaving 435 shares worth $94.8K. The position accounts for 0.01% of the portfolio, ranked #302.

Toth Financial Advisory first reported a position in VTV in Q2 2024 and has held it in 4 quarters since. The position peaked at $171K in Q1 2026. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Toth Financial Advisory held 435 shares of Vanguard Morningstar Value ETF worth $94.8K as of Q2 2026.
  • Toth Financial Advisory sold 436 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $91K.
  • Vanguard Morningstar Value ETF made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #302 holding.
  • Toth Financial Advisory first reported a position in Vanguard Morningstar Value ETF in Q2 2024 and has held it in 4 quarters since.
  • Toth Financial Advisory's Vanguard Morningstar Value ETF position peaked at $171K in Q1 2026.
  • 2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.