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Westwood Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Westwood Wealth Management’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
Q1 		– Sell
-2,156
Closed -$412K – 122
2025
Q4 		$412K Buy
+2,156
New +$406K 0.31% 68

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Westwood Wealth Management's VTV Position: Q1 2026 in Review

Westwood Wealth Management sold out of Vanguard Morningstar Value ETF (VTV) in Q1 2026, closing a stake of 2,156 shares — an estimated $412K sold.

Westwood Wealth Management first reported a position in VTV in Q4 2025 and held it in 1 quarter. The position peaked at $412K in Q4 2025. 2,702 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Westwood Wealth Management reported no remaining Vanguard Morningstar Value ETF position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 2,156 Vanguard Morningstar Value ETF shares in Q1 2026, an estimated $412K.
  • Westwood Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's Vanguard Morningstar Value ETF position peaked at $412K in Q4 2025.
  • 2,702 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.