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Beverly Hills Private Wealth’s Vanguard Morningstar Value ETF VTV Stock Holding History

Beverly Hills Private Wealth’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 		$324K Sell
1,488
-300
-17% -$62.6K 0.06% 190
2026
Q1 		$351K Buy
1,788
+300
+20% +$60.1K 0.06% 234
2025
Q4 		$284K Hold
1,488
– – 0.05% 268
2025
Q3 		$278K Hold
1,488
– – 0.05% 283
2025
Q2 		$263K Buy
+1,488
New +$251K 0.05% 288

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

Beverly Hills Private Wealth's VTV Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Vanguard Morningstar Value ETF (VTV) stake by 17% in Q2 2026, selling an estimated $62.6K and leaving 1,488 shares worth $324K. The position accounts for 0.06% of the portfolio, ranked #190.

Beverly Hills Private Wealth first reported a position in VTV in Q2 2025 and has held it in 5 quarters since. The position peaked at $351K in Q1 2026. 2,792 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Beverly Hills Private Wealth held 1,488 shares of Vanguard Morningstar Value ETF worth $324K as of Q2 2026.
  • Beverly Hills Private Wealth sold 300 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $62.6K.
  • Vanguard Morningstar Value ETF made up 0.06% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #190 holding.
  • Beverly Hills Private Wealth first reported a position in Vanguard Morningstar Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Beverly Hills Private Wealth's Vanguard Morningstar Value ETF position peaked at $351K in Q1 2026.
  • 2,792 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.