CCP
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Cane Capital Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Cane Capital Partners’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 		$514K Buy
2,359
+111
+5% +$23.2K 0.2% 86
2026
Q1 		$441K Buy
2,248
+39
+2% +$7.81K 0.19% 78
2025
Q4 		$422K Buy
+2,209
New +$416K 0.17% 100

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

Cane Capital Partners's VTV Position: Q2 2026 in Review

Cane Capital Partners increased its Vanguard Morningstar Value ETF (VTV) stake by 4.9% in Q2 2026, buying an estimated $23.2K and bringing the position to 2,359 shares worth $514K. The position accounts for 0.2% of the portfolio, ranked #86.

Cane Capital Partners first reported a position in VTV in Q4 2025 and has held it in 3 quarters since. 2,781 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Cane Capital Partners held 2,359 shares of Vanguard Morningstar Value ETF worth $514K as of Q2 2026.
  • Cane Capital Partners bought 111 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $23.2K.
  • Vanguard Morningstar Value ETF made up 0.2% of Cane Capital Partners's portfolio in Q2 2026, its #86 holding.
  • Cane Capital Partners first reported a position in Vanguard Morningstar Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,781 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Cane Capital Partners's 13F filing for Q2 2026, filed 5 Aug 2026.