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Bridges Investment Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Bridges Investment 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
Q2 		$1.81M Sell
8,300
-16
-0.2% -$3.34K 0.02% 211
2026
Q1 		$1.63M Sell
8,316
-1,516
-15% -$304K 0.02% 203
2025
Q4 		$1.88M Buy
9,832
+1,898
+24% +$357K 0.02% 183
2025
Q3 		$1.48M Sell
7,934
-3,745
-32% -$678K 0.02% 211
2025
Q2 		$2.06M Buy
11,679
+159
+1% +$26.9K 0.03% 174
2025
Q1 		$1.99M Buy
11,520
+261
+2% +$45.5K 0.03% 159
2024
Q4 		$1.91M Buy
11,259
+826
+8% +$145K 0.03% 154
2024
Q3 		$1.82M Sell
10,433
-634
-6% -$106K 0.03% 154
2024
Q2 		$1.78M Buy
+11,067
New +$1.77M 0.03% 149
2022
Q1 		– Sell
-1,926
Closed -$283K – 225
2021
Q4 		$283K Buy
1,926
+90
+5% +$12.9K 0.01% 204
2021
Q3 		$249K Hold
1,836
– – 0.01% 206
2021
Q2 		$252K Buy
1,836
+32
+2% +$4.4K 0.01% 205
2021
Q1 		$237K Hold
1,804
– – 0.01% 209
2020
Q4 		$214K Buy
+1,804
New +$203K 0.01% 212
2020
Q1 		– Sell
-4,667
Closed -$559K – 271
2019
Q4 		$559K Buy
+4,667
New +$539K 0.02% 188

Other funds holding VTV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Citigroup
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

Bridges Investment Management's VTV Position: Q2 2026 in Review

Bridges Investment Management reduced its Vanguard Morningstar Value ETF (VTV) stake by 0.19% in Q2 2026, selling an estimated $3.34K and leaving 8,300 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #211.

Bridges Investment Management first reported a position in VTV in Q4 2019 and has held it in 15 quarters since. The position peaked at $2.06M in Q2 2025. 2,119 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Bridges Investment Management held 8,300 shares of Vanguard Morningstar Value ETF worth $1.81M as of Q2 2026.
  • Bridges Investment Management sold 16 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $3.34K.
  • Vanguard Morningstar Value ETF made up 0.02% of Bridges Investment Management's portfolio in Q2 2026, its #211 holding.
  • Bridges Investment Management first reported a position in Vanguard Morningstar Value ETF in Q4 2019 and has held it in 15 quarters since.
  • Bridges Investment Management's Vanguard Morningstar Value ETF position peaked at $2.06M in Q2 2025.
  • 2,119 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.