WestHill Financial Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

WestHill Financial 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	$205K	Buy	+942	New	+$197K	0.04%	80
2024 Q1	–	Sell	-1,360	Closed	-$203K	–	78
2023 Q4	$203K	Buy	1,360 +418	+44%	+$58.8K	0.05%	72
2023 Q3	$130K	Hold	942	–	–	0.04%	72
2023 Q2	$134K	Sell	942 -45	-5%	-$6.25K	0.04%	70
2023 Q1	$136K	Sell	987 -257	-21%	-$36.1K	0.04%	70
2022 Q4	$175K	Buy	1,244 +302	+32%	+$41.6K	0.06%	63
2022 Q3	$116K	Hold	942	–	–	0.04%	68
2022 Q2	$124K	Hold	942	–	–	0.04%	70
2022 Q1	$139K	Sell	942 -296	-24%	-$43.2K	0.04%	77
2021 Q4	$182K	Buy	1,238 +1	+0.1%	+$143	0.05%	75
2021 Q3	$168K	Buy	+1,237	New	+$172K	0.05%	62
2021 Q1	$35K	Hold	264	–	–	0.01%	70
2020 Q4	$31K	Buy	+264	New	+$29.7K	0.01%	70

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 22.9% 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

WestHill Financial Advisors's VTV Position: Q2 2026 in Review

WestHill Financial Advisors opened a new position in Vanguard Morningstar Value ETF (VTV) in Q2 2026: 942 shares worth $205K. The stake represents 0.04% of the portfolio and ranks #80 among its holdings. This is a return to the name: WestHill Financial Advisors previously reported a position in VTV as recently as Q4 2023.

WestHill Financial Advisors first reported a position in VTV in Q4 2020 and has held it in 13 quarters since. 2,808 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

WestHill Financial Advisors held 942 shares of Vanguard Morningstar Value ETF worth $205K as of Q2 2026.
Vanguard Morningstar Value ETF was a new WestHill Financial Advisors position in Q2 2026.
Vanguard Morningstar Value ETF made up 0.04% of WestHill Financial Advisors's portfolio in Q2 2026, its #80 holding.
WestHill Financial Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2020 and has held it in 13 quarters since.
2,808 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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