Clear Creek Financial Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Clear Creek Financial 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	$17.2M	Buy	78,791 +25,758	+49%	+$5.38M	1.1%	13
2026 Q1	$10.4M	Buy	53,033 +4,962	+10%	+$994K	0.8%	22
2025 Q4	$9.18M	Sell	48,071 -1,533	-3%	-$288K	0.75%	27
2025 Q3	$9.25M	Buy	49,604 +7,793	+19%	+$1.41M	0.8%	22
2025 Q2	$7.39M	Buy	41,811 +23,591	+129%	+$3.98M	0.7%	25
2025 Q1	$3.15M	Sell	18,220 -807	-4%	-$141K	0.33%	66
2024 Q4	$3.22M	Buy	19,027 +1,727	+10%	+$303K	0.35%	58
2024 Q3	$3.02M	Sell	17,300 -3,146	-15%	-$527K	0.34%	62
2024 Q2	$3.24M	Sell	20,446 -712	-3%	-$114K	0.39%	56
2024 Q1	$3.4M	Buy	21,158 +546	+3%	+$84.2K	0.44%	49
2023 Q4	$3.07M	Buy	20,612 +270	+1%	+$38K	0.49%	42
2023 Q3	$2.82M	Sell	20,342 -442	-2%	-$63.3K	0.49%	46
2023 Q2	$2.95M	Sell	20,784 -651	-3%	-$90.4K	0.51%	48
2023 Q1	$2.96M	Buy	21,435 +136	+0.6%	+$19.1K	0.56%	41
2022 Q4	$2.99M	Sell	21,299 -1,024	-5%	-$141K	0.66%	38
2022 Q3	$2.76M	Sell	22,323 -532	-2%	-$71.9K	0.61%	38
2022 Q2	$3.01M	Sell	22,855 -670	-3%	-$94.5K	0.63%	37
2022 Q1	$3.48M	Sell	23,525 -2,850	-11%	-$416K	0.55%	47
2021 Q4	$3.88M	Sell	26,375 -1,743	-6%	-$249K	0.58%	37
2021 Q3	$3.81M	Sell	28,118 -770	-3%	-$107K	0.61%	44
2021 Q2	$3.97M	Buy	+28,888	New	+$3.97M	0.61%	42
2021 Q1	–	Sell	-26,435	Closed	-$3.14M	–	259
2020 Q4	$3.14M	Sell	26,435 -421,531	-94%	-$47.4M	0.61%	44
2020 Q3	$46.8M	Buy	447,966 +440,706	+6,070%	+$46.2M	2.12%	13
2020 Q2	$722K	Buy	+7,260	New	+$712K	0.19%	84

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

Clear Creek Financial Management's VTV Position: Q2 2026 in Review

Clear Creek Financial Management increased its Vanguard Morningstar Value ETF (VTV) stake by 49% in Q2 2026, buying an estimated $5.38M and bringing the position to 78,791 shares worth $17.2M. The position accounts for 1.1% of the portfolio, ranked #13.

Clear Creek Financial Management first reported a position in VTV in Q2 2020 and has held it in 24 quarters since. The position peaked at $46.8M in Q3 2020. 2,803 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Clear Creek Financial Management held 78,791 shares of Vanguard Morningstar Value ETF worth $17.2M as of Q2 2026.
Clear Creek Financial Management bought 25,758 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $5.38M.
Vanguard Morningstar Value ETF made up 1.1% of Clear Creek Financial Management's portfolio in Q2 2026, its #13 holding.
Clear Creek Financial Management first reported a position in Vanguard Morningstar Value ETF in Q2 2020 and has held it in 24 quarters since.
Clear Creek Financial Management's Vanguard Morningstar Value ETF position peaked at $46.8M in Q3 2020.
2,803 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.