Capitol Family Office’s Vanguard Morningstar Value ETF VTV Stock Holding History

Capitol Family Office’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	$156K	Hold	715	–	–	0.16%	26
2026 Q1	$137K	Hold	715	–	–	0.16%	28
2025 Q4	$137K	Hold	715	–	–	0.16%	28
2025 Q3	$133K	Hold	715	–	–	0.16%	28
2025 Q2	$126K	Hold	715	–	–	0.16%	27
2025 Q1	$123K	Buy	+715	New	+$125K	0.17%	27

Other funds holding VTV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Capitol Family Office's VTV Position: Q2 2026 in Review

Capitol Family Office held its Vanguard Morningstar Value ETF (VTV) position steady in Q2 2026 at 715 shares worth $156K. The position accounts for 0.16% of the portfolio, ranked #26.

Capitol Family Office first reported a position in VTV in Q1 2025 and has held it in 6 quarters since. 1,817 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Capitol Family Office held 715 shares of Vanguard Morningstar Value ETF worth $156K as of Q2 2026.
Capitol Family Office left its Vanguard Morningstar Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Value ETF made up 0.16% of Capitol Family Office's portfolio in Q2 2026, its #26 holding.
Capitol Family Office first reported a position in Vanguard Morningstar Value ETF in Q1 2025 and has held it in 6 quarters since.
1,817 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Capitol Family Office's 13F filing for Q2 2026, filed 31 Jul 2026.