Y.D. More Investments’s Vanguard Morningstar Value ETF VTV Stock Holding History

Y.D. More Investments’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	$47.1K	Buy	216 +50	+30%	+$10.4K	﹤0.01%	325
2026 Q1	$32.6K	Hold	166	–	–	﹤0.01%	324
2025 Q4	$31.7K	Hold	166	–	–	﹤0.01%	317
2025 Q3	$31K	Sell	166 -56	-25%	-$10.1K	﹤0.01%	318
2025 Q2	$39.1K	Buy	222 +28	+14%	+$4.73K	﹤0.01%	320
2025 Q1	$33.5K	Sell	194 -165	-46%	-$28.8K	﹤0.01%	331
2024 Q4	$60.7K	Hold	359	–	–	0.01%	287
2024 Q3	$62.6K	Hold	359	–	–	0.01%	279
2024 Q2	$57.5K	Hold	359	–	–	0.01%	286
2024 Q1	$58.4K	Hold	359	–	–	0.01%	229
2023 Q4	$53.6K	Buy	359 +208	+138%	+$29.3K	0.01%	236
2023 Q3	$20.8K	Hold	151	–	–	﹤0.01%	288
2023 Q2	$21.5K	Hold	151	–	–	﹤0.01%	262
2023 Q1	$20.9K	Buy	+151	New	+$21.2K	﹤0.01%	272

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

Y.D. More Investments's VTV Position: Q2 2026 in Review

Y.D. More Investments increased its Vanguard Morningstar Value ETF (VTV) stake by 30% in Q2 2026, buying an estimated $10.4K and bringing the position to 216 shares worth $47.1K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Y.D. More Investments first reported a position in VTV in Q1 2023 and has held it in 14 quarters since. The position peaked at $62.6K in Q3 2024. 2,789 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Y.D. More Investments held 216 shares of Vanguard Morningstar Value ETF worth $47.1K as of Q2 2026.
Y.D. More Investments bought 50 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $10.4K.
Vanguard Morningstar Value ETF made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #325 holding.
Y.D. More Investments first reported a position in Vanguard Morningstar Value ETF in Q1 2023 and has held it in 14 quarters since.
Y.D. More Investments's Vanguard Morningstar Value ETF position peaked at $62.6K in Q3 2024.
2,789 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.