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10Elms LLP’s Vanguard Morningstar Value ETF VTV Stock Holding History

10Elms LLP’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 		$7.65M Buy
35,821
+14,416
+67% +$3.01M 3.24% 5
2026
Q1 		$4.2M Buy
21,405
+18,644
+675% +$3.73M 2.65% 7
2025
Q4 		$527K Sell
2,761
-200
-7% -$37.6K 0.48% 40
2025
Q3 		$552K Sell
2,961
-150
-5% -$27.2K 0.5% 41
2025
Q2 		$550K Sell
3,111
-500
-14% -$84.5K 0.52% 39
2025
Q1 		$624K Sell
3,611
-150
-4% -$26.2K 0.63% 34
2024
Q4 		$637K Buy
+3,761
New +$660K 0.66% 33

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

10Elms LLP's VTV Position: Q2 2026 in Review

10Elms LLP increased its Vanguard Morningstar Value ETF (VTV) stake by 67% in Q2 2026, buying an estimated $3.01M and bringing the position to 35,821 shares worth $7.65M. The position accounts for 3.24% of the portfolio, ranked #5.

10Elms LLP first reported a position in VTV in Q4 2024 and has held it in 7 quarters since. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • 10Elms LLP held 35,821 shares of Vanguard Morningstar Value ETF worth $7.65M as of Q2 2026.
  • 10Elms LLP bought 14,416 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $3.01M.
  • Vanguard Morningstar Value ETF made up 3.24% of 10Elms LLP's portfolio in Q2 2026, its #5 holding.
  • 10Elms LLP first reported a position in Vanguard Morningstar Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on 10Elms LLP's 13F filing for Q2 2026, filed 14 Aug 2026.