Chaney Capital Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Chaney Capital 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	$56.1M	Sell	257,338 -3,992	-2%	-$834K	17.63%	2
2026 Q1	$51.3M	Sell	261,330 -2,351	-0.9%	-$471K	18.08%	2
2025 Q4	$50.4M	Buy	263,681 +3,080	+1%	+$579K	17.38%	3
2025 Q3	$48.6M	Buy	260,601 +5,608	+2%	+$1.02M	17.24%	3
2025 Q2	$45.1M	Buy	254,993 +5,032	+2%	+$850K	17.68%	3
2025 Q1	$43.2M	Buy	249,961 +2,276	+0.9%	+$397K	19.24%	2
2024 Q4	$41.9M	Sell	247,685 -365	-0.1%	-$64.1K	19.84%	2
2024 Q3	$43.3M	Buy	248,050 +23,164	+10%	+$3.88M	24.3%	1
2024 Q2	$36.1M	Buy	224,886 +24,594	+12%	+$3.93M	23.9%	2
2024 Q1	$32.6M	Buy	200,292 +528	+0.3%	+$81.4K	26.21%	1
2023 Q4	$29.9M	Buy	+199,764	New	+$28.1M	26.57%	1

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

Chaney Capital Management's VTV Position: Q2 2026 in Review

Chaney Capital Management reduced its Vanguard Morningstar Value ETF (VTV) stake by 1.5% in Q2 2026, selling an estimated $834K and leaving 257,338 shares worth $56.1M. The position accounts for 17.63% of the portfolio, ranked #2.

Chaney Capital Management first reported a position in VTV in Q4 2023 and has held it in 11 quarters since. 2,802 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Chaney Capital Management held 257,338 shares of Vanguard Morningstar Value ETF worth $56.1M as of Q2 2026.
Chaney Capital Management sold 3,992 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $834K.
Vanguard Morningstar Value ETF made up 17.63% of Chaney Capital Management's portfolio in Q2 2026, its #2 holding.
Chaney Capital Management first reported a position in Vanguard Morningstar Value ETF in Q4 2023 and has held it in 11 quarters since.
2,802 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Chaney Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.