Darwin Wealth Management
VTV icon

Darwin Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Darwin Wealth 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
Q3 		$130K Buy
+603
New +$134K 0.03% 164
2020
Q2 		– Sell
-320
Closed -$28K – 784
2020
Q1 		$28K Buy
+320
New +$35.1K 0.01% 314

Other funds holding VTV

UBS Group
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Darwin Wealth Management's VTV Position: Q3 2026 in Review

Darwin Wealth Management opened a new position in Vanguard Morningstar Value ETF (VTV) in Q3 2026: 603 shares worth $130K. The stake represents 0.03% of the portfolio and ranks #164 among its holdings. This is a return to the name: Darwin Wealth Management previously reported a position in VTV as recently as Q1 2020.

Darwin Wealth Management first reported a position in VTV in Q1 2020 and has held it in 2 quarters since. 2,185 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

  • Darwin Wealth Management held 603 shares of Vanguard Morningstar Value ETF worth $130K as of Q3 2026.
  • Vanguard Morningstar Value ETF was a new Darwin Wealth Management position in Q3 2026.
  • Vanguard Morningstar Value ETF made up 0.03% of Darwin Wealth Management's portfolio in Q3 2026, its #164 holding.
  • Darwin Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q1 2020 and has held it in 2 quarters since.
  • 2,185 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.