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

Tyche 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
Q2 		$608K Buy
2,788
+96
+4% +$20K 0.09% 163
2026
Q1 		$528K Buy
2,692
+209
+8% +$41.8K 0.08% 187
2025
Q4 		$474K Buy
2,483
+9
+0.4% +$1.69K 0.08% 194
2025
Q3 		$461K Buy
2,474
+282
+13% +$51.1K 0.08% 170
2025
Q2 		$387K Buy
2,192
+436
+25% +$73.6K 0.08% 183
2025
Q1 		$303K Buy
1,756
+304
+21% +$53K 0.07% 196
2024
Q4 		$246K Hold
1,452
– – 0.05% 248
2024
Q3 		$253K Sell
1,452
-30
-2% -$5.02K 0.06% 226
2024
Q2 		$238K Hold
1,482
– – 0.06% 229
2024
Q1 		$241K Sell
1,482
-157
-10% -$24.2K 0.06% 231
2023
Q4 		$245K Buy
+1,639
New +$231K 0.06% 240

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
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

Tyche Wealth Partners's VTV Position: Q2 2026 in Review

Tyche Wealth Partners increased its Vanguard Morningstar Value ETF (VTV) stake by 3.6% in Q2 2026, buying an estimated $20K and bringing the position to 2,788 shares worth $608K. The position accounts for 0.09% of the portfolio, ranked #163.

Tyche Wealth Partners first reported a position in VTV in Q4 2023 and has held it in 11 quarters since. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Tyche Wealth Partners held 2,788 shares of Vanguard Morningstar Value ETF worth $608K as of Q2 2026.
  • Tyche Wealth Partners bought 96 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $20K.
  • Vanguard Morningstar Value ETF made up 0.09% of Tyche Wealth Partners's portfolio in Q2 2026, its #163 holding.
  • Tyche Wealth Partners first reported a position in Vanguard Morningstar Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.