Your Advocates Ltd’s Vanguard Morningstar Value ETF VTV Stock Holding History

Your Advocates Ltd’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	$33.8K	Hold	155	–	–	0.01%	85
2026 Q1	$30.4K	Hold	155	–	–	0.01%	91
2025 Q4	$29.6K	Hold	155	–	–	0.01%	85
2025 Q3	$28.9K	Hold	155	–	–	0.01%	85
2025 Q2	$27.4K	Hold	155	–	–	0.01%	79
2025 Q1	$26.8K	Hold	155	–	–	0.01%	78
2024 Q4	$26.2K	Hold	155	–	–	0.01%	75
2024 Q3	$27.1K	Hold	155	–	–	0.01%	78
2024 Q2	$24.9K	Hold	155	–	–	0.01%	84
2024 Q1	$25.2K	Hold	155	–	–	0.01%	79
2023 Q4	$23.2K	Sell	155 -13	-8%	-$1.83K	0.01%	83
2023 Q3	$23.2K	Buy	+168	New	+$24.1K	0.01%	74
2021 Q1	–	Sell	-194	Closed	-$20K	–	157
2020 Q4	$20K	Hold	194	–	–	0.01%	60
2020 Q3	$20K	Buy	+194	New	+$20.3K	0.02%	57

Other funds holding VTV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Your Advocates Ltd's VTV Position: Q2 2026 in Review

Your Advocates Ltd held its Vanguard Morningstar Value ETF (VTV) position steady in Q2 2026 at 155 shares worth $33.8K. The position accounts for 0.01% of the portfolio, ranked #85.

Your Advocates Ltd first reported a position in VTV in Q3 2020 and has held it in 14 quarters since. 1,941 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Your Advocates Ltd held 155 shares of Vanguard Morningstar Value ETF worth $33.8K as of Q2 2026.
Your Advocates Ltd left its Vanguard Morningstar Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Value ETF made up 0.01% of Your Advocates Ltd's portfolio in Q2 2026, its #85 holding.
Your Advocates Ltd first reported a position in Vanguard Morningstar Value ETF in Q3 2020 and has held it in 14 quarters since.
1,941 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.