Chris Bulman’s Vanguard Morningstar Value ETF VTV Stock Holding History

Chris Bulman’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	$5.67M	Sell	26,027 -894	-3%	-$187K	2.07%	11
2026 Q1	$5.28M	Sell	26,921 -2,156	-7%	-$432K	2.31%	11
2025 Q4	$5.55M	Buy	29,077 +1,324	+5%	+$249K	2.46%	11
2025 Q3	$5.18M	Sell	27,753 -5,179	-16%	-$938K	2.59%	11
2025 Q2	$5.82M	Sell	32,932 -338	-1%	-$57.1K	3.32%	8
2025 Q1	$5.75M	Sell	33,270 -1,415	-4%	-$247K	3.63%	6
2024 Q4	$5.87M	Buy	34,685 +2,237	+7%	+$393K	3.75%	7
2024 Q3	$5.66M	Buy	32,448 +3,033	+10%	+$508K	3.86%	7
2024 Q2	$4.72M	Buy	+29,415	New	+$4.7M	3.23%	7

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

Chris Bulman's VTV Position: Q2 2026 in Review

Chris Bulman reduced its Vanguard Morningstar Value ETF (VTV) stake by 3.3% in Q2 2026, selling an estimated $187K and leaving 26,027 shares worth $5.67M. The position accounts for 2.07% of the portfolio, ranked #11.

Chris Bulman first reported a position in VTV in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.87M in Q4 2024. 2,789 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Chris Bulman held 26,027 shares of Vanguard Morningstar Value ETF worth $5.67M as of Q2 2026.
Chris Bulman sold 894 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $187K.
Vanguard Morningstar Value ETF made up 2.07% of Chris Bulman's portfolio in Q2 2026, its #11 holding.
Chris Bulman first reported a position in Vanguard Morningstar Value ETF in Q2 2024 and has held it in 9 quarters since.
Chris Bulman's Vanguard Morningstar Value ETF position peaked at $5.87M in Q4 2024.
2,789 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.