Cambiar Investors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Cambiar Investors’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	$641K	Buy	2,942 +886	+43%	+$185K	0.03%	139
2026 Q1	$403K	Sell	2,056 -7,094	-78%	-$1.42M	0.02%	137
2025 Q4	$1.75M	Buy	9,150 +5,911	+182%	+$1.11M	0.08%	100
2025 Q3	$604K	Buy	3,239 +253	+8%	+$45.8K	0.03%	124
2025 Q2	$528K	Sell	2,986 -15,778	-84%	-$2.67M	0.02%	133
2025 Q1	$3.24M	Buy	18,764 +8,706	+87%	+$1.52M	0.14%	97
2024 Q4	$1.7M	Buy	10,058 +6,814	+210%	+$1.2M	0.07%	126
2024 Q3	$566K	Buy	3,244 +1,341	+70%	+$225K	0.02%	134
2024 Q2	$305K	Buy	1,903 +349	+22%	+$55.8K	0.01%	139
2024 Q1	$253K	Sell	1,554 -3,834	-71%	-$591K	0.01%	140
2023 Q4	$806K	Buy	+5,388	New	+$758K	0.03%	142
2023 Q2	–	Sell	-5,281	Closed	-$729K	–	154
2023 Q1	$729K	Sell	5,281 -6,892	-57%	-$967K	0.03%	136
2022 Q4	$1.71M	Buy	12,173 +8,897	+272%	+$1.23M	0.08%	131
2022 Q3	$405K	Sell	3,276 -223	-6%	-$30.1K	0.02%	139
2022 Q2	$461K	Buy	+3,499	New	+$494K	0.02%	138
2022 Q1	–	Sell	-25,116	Closed	-$3.69M	–	151
2021 Q4	$3.69M	Buy	+25,116	New	+$3.59M	0.13%	91
2020 Q2	–	Sell	-60,185	Closed	-$5.36M	–	164
2020 Q1	$5.36M	Buy	+60,185	New	+$6.6M	0.27%	52
2019 Q1	–	Sell	-50,044	Closed	-$4.9M	–	175
2018 Q4	$4.9M	Buy	+50,044	New	+$5.26M	0.11%	70

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

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

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

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

Cambiar Investors's VTV Position: Q2 2026 in Review

Cambiar Investors increased its Vanguard Morningstar Value ETF (VTV) stake by 43% in Q2 2026, buying an estimated $185K and bringing the position to 2,942 shares worth $641K. The position accounts for 0.03% of the portfolio, ranked #139.

Cambiar Investors first reported a position in VTV in Q4 2018 and has held it in 18 quarters since. The position peaked at $5.36M in Q1 2020. 2,786 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Cambiar Investors held 2,942 shares of Vanguard Morningstar Value ETF worth $641K as of Q2 2026.
Cambiar Investors bought 886 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $185K.
Vanguard Morningstar Value ETF made up 0.03% of Cambiar Investors's portfolio in Q2 2026, its #139 holding.
Cambiar Investors first reported a position in Vanguard Morningstar Value ETF in Q4 2018 and has held it in 18 quarters since.
Cambiar Investors's Vanguard Morningstar Value ETF position peaked at $5.36M in Q1 2020.
2,786 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Cambiar Investors's 13F filing for Q2 2026, filed 31 Jul 2026.