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Triad Wealth Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Triad Wealth Partners’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
Q1 		$1.18M Buy
6,022
+1,350
+29% +$270K 0.09% 149
2025
Q4 		$892K Buy
4,672
+106
+2% +$19.9K 0.08% 169
2025
Q3 		$851K Buy
4,566
+2,263
+98% +$410K 0.11% 133
2025
Q2 		$407K Buy
+2,303
New +$389K 0.08% 177
2024
Q3 		– Sell
-85
Closed -$13.6K – 918
2024
Q2 		$13.6K Buy
+85
New +$13.6K 0.01% 411

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Triad Wealth Partners's VTV Position: Q1 2026 in Review

Triad Wealth Partners increased its Vanguard Morningstar Value ETF (VTV) stake by 29% in Q1 2026, buying an estimated $270K and bringing the position to 6,022 shares worth $1.18M. The position accounts for 0.09% of the portfolio, ranked #149.

Triad Wealth Partners first reported a position in VTV in Q2 2024 and has held it in 5 quarters since. 2,700 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Triad Wealth Partners held 6,022 shares of Vanguard Morningstar Value ETF worth $1.18M as of Q1 2026.
  • Triad Wealth Partners bought 1,350 Vanguard Morningstar Value ETF shares in Q1 2026, an estimated $270K.
  • Vanguard Morningstar Value ETF made up 0.09% of Triad Wealth Partners's portfolio in Q1 2026, its #149 holding.
  • Triad Wealth Partners first reported a position in Vanguard Morningstar Value ETF in Q2 2024 and has held it in 5 quarters since.
  • 2,700 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.