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

Yoder 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 Q3	$695K	Hold	3,218	–	–	0.26%	62
2026 Q2	$701K	Hold	3,218	–	–	0.27%	60
2026 Q1	$631K	Hold	3,218	–	–	0.29%	59
2025 Q4	$615K	Hold	3,218	–	–	0.28%	61
2025 Q3	$600K	Hold	3,218	–	–	0.28%	62
2025 Q2	$569K	Hold	3,218	–	–	0.3%	62
2025 Q1	$556K	Hold	3,218	–	–	0.31%	59
2024 Q4	$545K	Hold	3,218	–	–	0.3%	59
2024 Q3	$562K	Hold	3,218	–	–	0.34%	55
2024 Q2	$516K	Hold	3,218	–	–	0.33%	56
2024 Q1	$524K	Hold	3,218	–	–	0.34%	54
2023 Q4	$481K	Buy	+3,218	New	+$453K	0.34%	56
2023 Q3	–	Sell	-1,440	Closed	-$205K	–	83
2023 Q2	$205K	Buy	+1,440	New	+$200K	0.16%	80

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

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

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

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

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

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Yoder Wealth Management's VTV Position: Q3 2026 in Review

Yoder Wealth Management held its Vanguard Morningstar Value ETF (VTV) position steady in Q3 2026 at 3,218 shares worth $695K. The position accounts for 0.26% of the portfolio, ranked #62.

Yoder Wealth Management first reported a position in VTV in Q2 2023 and has held it in 13 quarters since. The position peaked at $701K in Q2 2026. 632 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

Yoder Wealth Management held 3,218 shares of Vanguard Morningstar Value ETF worth $695K as of Q3 2026.
Yoder Wealth Management left its Vanguard Morningstar Value ETF share count unchanged in Q3 2026.
Vanguard Morningstar Value ETF made up 0.26% of Yoder Wealth Management's portfolio in Q3 2026, its #62 holding.
Yoder Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q2 2023 and has held it in 13 quarters since.
Yoder Wealth Management's Vanguard Morningstar Value ETF position peaked at $701K in Q2 2026.
632 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.