Wealthfront Advisers
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Wealthfront Advisers’s Vanguard Morningstar Value ETF VTV Stock Holding History

Wealthfront Advisers’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 		$19.6M Buy
90,125
+9,222
+11% +$1.93M 0.04% 163
2026
Q1 		$15.9M Buy
80,903
+56
+0.1% +$11.2K 0.03% 175
2025
Q4 		$15.4M Buy
80,847
+6,878
+9% +$1.29M 0.03% 170
2025
Q3 		$13.8M Buy
73,969
+2,033
+3% +$368K 0.03% 177
2025
Q2 		$12.7M Buy
71,936
+12,331
+21% +$2.08M 0.03% 184
2025
Q1 		$10.3M Sell
59,605
-2,531
-4% -$441K 0.03% 197
2024
Q4 		$10.5M Buy
62,136
+3,237
+5% +$568K 0.03% 174
2024
Q3 		$10.3M Buy
58,899
+3,565
+6% +$597K 0.03% 161
2024
Q2 		$8.88M Buy
55,334
+1,573
+3% +$251K 0.03% 167
2024
Q1 		$8.76M Buy
53,761
+6,166
+13% +$951K 0.03% 162
2023
Q4 		$7.12M Buy
47,595
+4,123
+9% +$580K 0.03% 172
2023
Q3 		$6M Sell
43,472
-1,121
-3% -$161K 0.03% 179
2023
Q2 		$6.34M Sell
44,593
-3,716
-8% -$516K 0.03% 178
2023
Q1 		$6.67M Buy
48,309
+3,268
+7% +$459K 0.03% 165
2022
Q4 		$6.32M Buy
45,041
+10,249
+29% +$1.41M 0.03% 169
2022
Q3 		$4.3M Sell
34,792
-1,530
-4% -$207K 0.02% 203
2022
Q2 		$4.79M Buy
36,322
+500
+1% +$70.5K 0.02% 189
2022
Q1 		$5.29M Buy
35,822
+13,309
+59% +$1.94M 0.02% 201
2021
Q4 		$3.31M Buy
22,513
+4,920
+28% +$703K 0.01% 283
2021
Q3 		$2.38M Buy
17,593
+8,606
+96% +$1.2M 0.01% 310
2021
Q2 		$1.24M Buy
+8,987
New +$1.23M 0.01% 402
2020
Q1 		– Sell
-4,361
Closed -$523K – 494
2019
Q4 		$523K Sell
4,361
-539
-11% -$62.2K ﹤0.01% 402
2019
Q3 		$547K Sell
4,900
-1,146
-19% -$127K ﹤0.01% 368
2019
Q2 		$671K Sell
6,046
-617
-9% -$67.4K 0.01% 346
2019
Q1 		$717K Sell
6,663
-29
-0.4% -$3.05K 0.01% 313
2018
Q4 		$655K Buy
+6,692
New +$704K 0.01% 321

Other funds holding VTV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealthfront Advisers's VTV Position: Q2 2026 in Review

Wealthfront Advisers increased its Vanguard Morningstar Value ETF (VTV) stake by 11% in Q2 2026, buying an estimated $1.93M and bringing the position to 90,125 shares worth $19.6M. The position accounts for 0.04% of the portfolio, ranked #163.

Wealthfront Advisers first reported a position in VTV in Q4 2018 and has held it in 26 quarters since. 2,360 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Wealthfront Advisers held 90,125 shares of Vanguard Morningstar Value ETF worth $19.6M as of Q2 2026.
  • Wealthfront Advisers bought 9,222 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $1.93M.
  • Vanguard Morningstar Value ETF made up 0.04% of Wealthfront Advisers's portfolio in Q2 2026, its #163 holding.
  • Wealthfront Advisers first reported a position in Vanguard Morningstar Value ETF in Q4 2018 and has held it in 26 quarters since.
  • 2,360 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.