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

Wealth Preservation 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	$8.02M	Buy	36,801 +11,990	+48%	+$2.5M	4.57%	7
2026 Q1	$4.87M	Sell	24,811 -5,054	-17%	-$1.01M	4.04%	6
2025 Q4	$5.7M	Buy	29,865 +453	+2%	+$85.2K	2.87%	9
2025 Q3	$5.49M	Buy	29,412 +3,746	+15%	+$678K	3.19%	8
2025 Q2	$4.54M	Buy	25,666 +383	+2%	+$64.7K	2.8%	8
2025 Q1	$4.37M	Buy	+25,283	New	+$4.41M	3.12%	8

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 Preservation Advisors's VTV Position: Q2 2026 in Review

Wealth Preservation Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 48% in Q2 2026, buying an estimated $2.5M and bringing the position to 36,801 shares worth $8.02M. The position accounts for 4.57% of the portfolio, ranked #7.

Wealth Preservation Advisors first reported a position in VTV in Q1 2025 and has held it in 6 quarters since. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Wealth Preservation Advisors held 36,801 shares of Vanguard Morningstar Value ETF worth $8.02M as of Q2 2026.
Wealth Preservation Advisors bought 11,990 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $2.5M.
Vanguard Morningstar Value ETF made up 4.57% of Wealth Preservation Advisors's portfolio in Q2 2026, its #7 holding.
Wealth Preservation Advisors first reported a position in Vanguard Morningstar Value ETF in Q1 2025 and has held it in 6 quarters since.
2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.