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 Q2	$357K	Buy	1,638 +1	+0.1%	+$209	0.14%	79
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 $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vestia Personal Wealth Advisors's VTV Position: Q2 2026 in Review

Vestia Personal Wealth Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 0.06% in Q2 2026, buying an estimated $209 and bringing the position to 1,638 shares worth $357K. The position accounts for 0.14% of the portfolio, ranked #79.

Vestia Personal Wealth Advisors first reported a position in VTV in Q2 2024 and has held it in 9 quarters since. 2,800 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Vestia Personal Wealth Advisors held 1,638 shares of Vanguard Morningstar Value ETF worth $357K as of Q2 2026.
Vestia Personal Wealth Advisors bought 1 Vanguard Morningstar Value ETF share in Q2 2026, an estimated $209.
Vanguard Morningstar Value ETF made up 0.14% of Vestia Personal Wealth Advisors's portfolio in Q2 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 9 quarters since.
2,800 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.