Blue Bell Private Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History
Bought
Maintained
Sold
Other funds holding VTV
EWA
Blue Bell Private Wealth Management's VTV Position: Q2 2026 in Review
Blue Bell Private Wealth Management increased its Vanguard Morningstar Value ETF (VTV) stake by 1.9% in Q2 2026, buying an estimated $12.3K and bringing the position to 3,098 shares worth $675K. The position accounts for 0.08% of the portfolio, ranked #157.
Blue Bell Private Wealth Management first reported a position in VTV in Q1 2020 and has held it in 20 quarters since. The position peaked at $693K in Q4 2025. 2,786 funds tracked by Wall St. Rank hold VTV as of Q2 2026.
- Blue Bell Private Wealth Management held 3,098 shares of Vanguard Morningstar Value ETF worth $675K as of Q2 2026.
- Blue Bell Private Wealth Management bought 59 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $12.3K.
- Vanguard Morningstar Value ETF made up 0.08% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #157 holding.
- Blue Bell Private Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q1 2020 and has held it in 20 quarters since.
- Blue Bell Private Wealth Management's Vanguard Morningstar Value ETF position peaked at $693K in Q4 2025.
- 2,786 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.