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Choate Investment Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Choate Investment Advisors’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 		$2.6M Buy
11,953
+354
+3% +$73.9K 0.05% 147
2026
Q1 		$2.28M Buy
11,599
+170
+1% +$34K 0.04% 151
2025
Q4 		$2.18M Buy
11,429
+259
+2% +$48.7K 0.04% 148
2025
Q3 		$2.08M Buy
11,170
+229
+2% +$41.5K 0.04% 145
2025
Q2 		$1.93M Sell
10,941
-995
-8% -$168K 0.04% 145
2025
Q1 		$2.06M Hold
11,936
– – 0.05% 133
2024
Q4 		$2.02M Hold
11,936
– – 0.05% 136
2024
Q3 		$2.08M Hold
11,936
– – 0.05% 138
2024
Q2 		$1.91M Hold
11,936
– – 0.05% 138
2024
Q1 		$1.94M Buy
11,936
+6,520
+120% +$1.01M 0.05% 146
2023
Q4 		$810K Hold
5,416
– – 0.03% 207
2023
Q3 		$747K Buy
5,416
+3,520
+186% +$504K 0.03% 198
2023
Q2 		$269K Sell
1,896
-1,390
-42% -$193K 0.01% 249
2023
Q1 		$454K Hold
3,286
– – 0.02% 193
2022
Q4 		$461K Buy
3,286
+1,390
+73% +$191K 0.03% 189
2022
Q3 		$234K Hold
1,896
– – 0.02% 224
2022
Q2 		$250K Sell
1,896
-4
-0.2% -$564 0.02% 231
2022
Q1 		$281K Hold
1,900
– – 0.01% 251
2021
Q4 		$280K Buy
1,900
+1,560
+459% +$223K 0.02% 239
2021
Q3 		$46K Hold
340
– – ﹤0.01% 283
2021
Q2 		$47K Buy
340
+168
+98% +$23.1K ﹤0.01% 296
2021
Q1 		$23K Buy
172
+168
+4,200% +$21.1K ﹤0.01% 286
2020
Q4 		$0 Buy
+4
New +$450 ﹤0.01% 300
2020
Q1 		– Sell
-1,945
Closed -$233K – 249
2019
Q4 		$233K Hold
1,945
– – 0.01% 211
2019
Q3 		$217K Buy
+1,945
New +$215K 0.01% 214

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

Choate Investment Advisors's VTV Position: Q2 2026 in Review

Choate Investment Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 3.1% in Q2 2026, buying an estimated $73.9K and bringing the position to 11,953 shares worth $2.6M. The position accounts for 0.05% of the portfolio, ranked #147.

Choate Investment Advisors first reported a position in VTV in Q3 2019 and has held it in 25 quarters since. 2,792 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Choate Investment Advisors held 11,953 shares of Vanguard Morningstar Value ETF worth $2.6M as of Q2 2026.
  • Choate Investment Advisors bought 354 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $73.9K.
  • Vanguard Morningstar Value ETF made up 0.05% of Choate Investment Advisors's portfolio in Q2 2026, its #147 holding.
  • Choate Investment Advisors first reported a position in Vanguard Morningstar Value ETF in Q3 2019 and has held it in 25 quarters since.
  • 2,792 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.