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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
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 $1.66T 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

Tribridge Partners Financial's VTV Position: Q1 2026 in Review

Tribridge Partners Financial held its Vanguard Morningstar Value ETF (VTV) position steady in Q1 2026 at 1,086 shares worth $214K. The position accounts for 0.09% of the portfolio, ranked #75.

Tribridge Partners Financial first reported a position in VTV in Q3 2025 and has held it in 3 quarters since. 2,700 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Tribridge Partners Financial held 1,086 shares of Vanguard Morningstar Value ETF worth $214K as of Q1 2026.
  • Tribridge Partners Financial left its Vanguard Morningstar Value ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Value ETF made up 0.09% of Tribridge Partners Financial's portfolio in Q1 2026, its #75 holding.
  • Tribridge Partners Financial first reported a position in Vanguard Morningstar Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,700 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.

Based on Tribridge Partners Financial's 13F filing for Q1 2026, filed 15 Apr 2026.