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Tribridge Partners Financial’s Vanguard Morningstar Value ETF VTV Stock Holding History

Tribridge Partners Financial’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 		$239K Sell
1,080
-6
-0.6% -$1.25K 0.09% 70
2026
Q1 		$214K Hold
1,086
– – 0.09% 75
2025
Q4 		$207K Hold
1,086
– – 0.09% 77
2025
Q3 		$203K Buy
+1,086
New +$197K 0.09% 71

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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 22.96% 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

Tribridge Partners Financial's VTV Position: Q2 2026 in Review

Tribridge Partners Financial reduced its Vanguard Morningstar Value ETF (VTV) stake by 0.55% in Q2 2026, selling an estimated $1.25K and leaving 1,080 shares worth $239K. The position accounts for 0.09% of the portfolio, ranked #70.

Tribridge Partners Financial first reported a position in VTV in Q3 2025 and has held it in 4 quarters since. 2,802 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Tribridge Partners Financial held 1,080 shares of Vanguard Morningstar Value ETF worth $239K as of Q2 2026.
  • Tribridge Partners Financial sold 6 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $1.25K.
  • Vanguard Morningstar Value ETF made up 0.09% of Tribridge Partners Financial's portfolio in Q2 2026, its #70 holding.
  • Tribridge Partners Financial first reported a position in Vanguard Morningstar Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,802 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Tribridge Partners Financial's 13F filing for Q2 2026, filed 4 Aug 2026.