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

YHB 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 Q3	$457K	Buy	2,117 +1,040	+97%	+$231K	0.03%	228
2026 Q2	$235K	Sell	1,077 -100	-8%	-$20.9K	0.02%	293
2026 Q1	$231K	Hold	1,177	–	–	0.02%	283
2025 Q4	$225K	Sell	1,177 -150	-11%	-$28.2K	0.02%	288
2025 Q3	$247K	Hold	1,327	–	–	0.02%	275
2025 Q2	$235K	Sell	1,327 -20	-1%	-$3.38K	0.02%	285
2025 Q1	$233K	Buy	+1,347	New	+$235K	0.02%	266

Other funds holding VTV

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

YHB Investment Advisors's VTV Position: Q3 2026 in Review

YHB Investment Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 97% in Q3 2026, buying an estimated $231K and bringing the position to 2,117 shares worth $457K. The position accounts for 0.03% of the portfolio, ranked #228.

YHB Investment Advisors first reported a position in VTV in Q1 2025 and has held it in 7 quarters since. 529 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

YHB Investment Advisors held 2,117 shares of Vanguard Morningstar Value ETF worth $457K as of Q3 2026.
YHB Investment Advisors bought 1,040 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $231K.
Vanguard Morningstar Value ETF made up 0.03% of YHB Investment Advisors's portfolio in Q3 2026, its #228 holding.
YHB Investment Advisors first reported a position in Vanguard Morningstar Value ETF in Q1 2025 and has held it in 7 quarters since.
529 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.