Wealth Dimensions Group’s Vanguard Morningstar Value ETF VTV Stock Holding History

Wealth Dimensions Group’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	$760K	Buy	3,490 +91	+3%	+$19K	0.14%	80
2026 Q1	$667K	Buy	3,399 +68	+2%	+$13.6K	0.13%	84
2025 Q4	$636K	Buy	3,331 +352	+12%	+$66.2K	0.13%	86
2025 Q3	$556K	Buy	2,979 +57	+2%	+$10.3K	0.11%	100
2025 Q2	$516K	Buy	2,922 +154	+6%	+$26K	0.11%	101
2025 Q1	$478K	Buy	2,768 +1,521	+122%	+$265K	0.11%	102
2024 Q4	$211K	Hold	1,247	–	–	0.05%	149
2024 Q3	$218K	Sell	1,247 -34	-3%	-$5.69K	0.06%	141
2024 Q2	$205K	Buy	+1,281	New	+$205K	0.06%	137

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

Wealth Dimensions Group's VTV Position: Q2 2026 in Review

Wealth Dimensions Group increased its Vanguard Morningstar Value ETF (VTV) stake by 2.7% in Q2 2026, buying an estimated $19K and bringing the position to 3,490 shares worth $760K. The position accounts for 0.14% of the portfolio, ranked #80.

Wealth Dimensions Group first reported a position in VTV in Q2 2024 and has held it in 9 quarters since. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Wealth Dimensions Group held 3,490 shares of Vanguard Morningstar Value ETF worth $760K as of Q2 2026.
Wealth Dimensions Group bought 91 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $19K.
Vanguard Morningstar Value ETF made up 0.14% of Wealth Dimensions Group's portfolio in Q2 2026, its #80 holding.
Wealth Dimensions Group first reported a position in Vanguard Morningstar Value ETF in Q2 2024 and has held it in 9 quarters since.
2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.