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

Clarity 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
2025 Q2	$1.31M	Sell	7,395 -2,343	-24%	-$396K	0.47%	31
2025 Q1	$1.68M	Sell	9,738 -508	-5%	-$88.6K	0.68%	30
2024 Q4	$1.73M	Buy	10,246 +1,362	+15%	+$239K	0.9%	28
2024 Q3	$1.55M	Buy	8,884 +839	+10%	+$140K	0.91%	30
2024 Q2	$1.29M	Buy	8,045 +3,942	+96%	+$630K	0.79%	36
2024 Q1	$668K	Hold	4,103	–	–	0.44%	53
2023 Q4	$613K	Buy	+4,103	New	+$577K	0.43%	54

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Clarity Capital Partners's VTV Position: Q2 2025 in Review

Clarity Capital Partners reduced its Vanguard Morningstar Value ETF (VTV) stake by 24% in Q2 2025, selling an estimated $396K and leaving 7,395 shares worth $1.31M. The position accounts for 0.47% of the portfolio, ranked #31.

Clarity Capital Partners first reported a position in VTV in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.73M in Q4 2024. 2,402 funds tracked by Wall St. Rank hold VTV as of Q2 2025.

Clarity Capital Partners held 7,395 shares of Vanguard Morningstar Value ETF worth $1.31M as of Q2 2025.
Clarity Capital Partners sold 2,343 Vanguard Morningstar Value ETF shares in Q2 2025, an estimated $396K.
Vanguard Morningstar Value ETF made up 0.47% of Clarity Capital Partners's portfolio in Q2 2025, its #31 holding.
Clarity Capital Partners first reported a position in Vanguard Morningstar Value ETF in Q4 2023 and has held it in 7 quarters since.
Clarity Capital Partners's Vanguard Morningstar Value ETF position peaked at $1.73M in Q4 2024.
2,402 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2025.

Based on Clarity Capital Partners's 13F filing for Q2 2025, filed 21 Jul 2025.