Vestia Personal Wealth Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Vestia Personal Wealth Advisors’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	$321K	Buy	1,637 +8	+0.5%	+$1.6K	0.15%	79
2025 Q4	$323K	Sell	1,629 -11	-0.7%	-$2.07K	0.16%	75
2025 Q3	$306K	Buy	1,640 +23	+1%	+$4.16K	0.18%	77
2025 Q2	$286K	Sell	1,617 -263	-14%	-$44.4K	0.2%	75
2025 Q1	$325K	Buy	1,880 +253	+16%	+$44.1K	0.26%	59
2024 Q4	$276K	Buy	1,627 +109	+7%	+$19.1K	0.23%	71
2024 Q3	$265K	Buy	1,518 +3	+0.2%	+$502	0.25%	63
2024 Q2	$243K	Buy	+1,515	New	+$242K	0.26%	64

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Vestia Personal Wealth Advisors's VTV Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 0.49% in Q1 2026, buying an estimated $1.6K and bringing the position to 1,637 shares worth $321K. The position accounts for 0.15% of the portfolio, ranked #79.

Vestia Personal Wealth Advisors first reported a position in VTV in Q2 2024 and has held it in 8 quarters since. The position peaked at $325K in Q1 2025. 2,700 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

Vestia Personal Wealth Advisors held 1,637 shares of Vanguard Morningstar Value ETF worth $321K as of Q1 2026.
Vestia Personal Wealth Advisors bought 8 Vanguard Morningstar Value ETF shares in Q1 2026, an estimated $1.6K.
Vanguard Morningstar Value ETF made up 0.15% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #79 holding.
Vestia Personal Wealth Advisors first reported a position in Vanguard Morningstar Value ETF in Q2 2024 and has held it in 8 quarters since.
Vestia Personal Wealth Advisors's Vanguard Morningstar Value ETF position peaked at $325K in Q1 2025.
2,700 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.