Anfield Capital Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Anfield Capital 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 Q1	$5.89K	Hold	30	–	–	﹤0.01%	491
2025 Q4	$5.73K	Hold	30	–	–	﹤0.01%	387
2025 Q3	$5.59K	Hold	30	–	–	﹤0.01%	396
2025 Q2	$5.3K	Hold	30	–	–	﹤0.01%	365
2025 Q1	$5.18K	Hold	30	–	–	﹤0.01%	319
2024 Q4	$5.08K	Hold	30	–	–	﹤0.01%	316
2024 Q3	$5.24K	Hold	30	–	–	﹤0.01%	312
2024 Q2	$4.81K	Hold	30	–	–	﹤0.01%	268
2024 Q1	$4.89K	Buy	+30	New	+$4.63K	﹤0.01%	206

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Anfield Capital Management's VTV Position: Q1 2026 in Review

Anfield Capital Management held its Vanguard Morningstar Value ETF (VTV) position steady in Q1 2026 at 30 shares worth $5.89K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Anfield Capital Management first reported a position in VTV in Q1 2024 and has held it in 9 quarters since. 2,710 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

Anfield Capital Management held 30 shares of Vanguard Morningstar Value ETF worth $5.89K as of Q1 2026.
Anfield Capital Management left its Vanguard Morningstar Value ETF share count unchanged in Q1 2026.
Vanguard Morningstar Value ETF made up ﹤0.01% of Anfield Capital Management's portfolio in Q1 2026, its #491 holding.
Anfield Capital Management first reported a position in Vanguard Morningstar Value ETF in Q1 2024 and has held it in 9 quarters since.
2,710 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.