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Wealthedge Investment Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Wealthedge Investment 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 		$8.95M Buy
41,088
+5,928
+17% +$1.24M 3.05% 8
2026
Q1 		$6.9M Buy
35,160
+2,936
+9% +$588K 2.53% 9
2025
Q4 		$6.15M Sell
32,224
-144
-0.4% -$27.1K 2.28% 13
2025
Q3 		$6.04M Buy
32,368
+1,181
+4% +$214K 2.28% 11
2025
Q2 		$5.51M Sell
31,187
-3,164
-9% -$534K 2.3% 9
2025
Q1 		$5.93M Sell
34,351
-7,924
-19% -$1.38M 2.68% 8
2024
Q4 		$7.16M Buy
+42,275
New +$7.42M 3.23% 5

Other funds holding VTV

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthedge Investment Advisors's VTV Position: Q2 2026 in Review

Wealthedge Investment Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 17% in Q2 2026, buying an estimated $1.24M and bringing the position to 41,088 shares worth $8.95M. The position accounts for 3.05% of the portfolio, ranked #8.

Wealthedge Investment Advisors first reported a position in VTV in Q4 2024 and has held it in 7 quarters since. 1,445 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Wealthedge Investment Advisors held 41,088 shares of Vanguard Morningstar Value ETF worth $8.95M as of Q2 2026.
  • Wealthedge Investment Advisors bought 5,928 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $1.24M.
  • Vanguard Morningstar Value ETF made up 3.05% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #8 holding.
  • Wealthedge Investment Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,445 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.