East Coast Asset Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

East Coast Asset 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	$218K	Buy	+1,002	New	+$209K	0.06%	64
2013 Q3	–	Sell	-154	Closed	-$10K	–	319
2013 Q2	$10K	Buy	+154	New	+$10.4K	0.01%	337

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 22.9% 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

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

East Coast Asset Management's VTV Position: Q2 2026 in Review

East Coast Asset Management opened a new position in Vanguard Morningstar Value ETF (VTV) in Q2 2026: 1,002 shares worth $218K. The stake represents 0.06% of the portfolio and ranks #64 among its holdings. This is a return to the name: East Coast Asset Management previously reported a position in VTV as recently as Q2 2013.

East Coast Asset Management first reported a position in VTV in Q2 2013 and has held it in 2 quarters since. 2,809 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

East Coast Asset Management held 1,002 shares of Vanguard Morningstar Value ETF worth $218K as of Q2 2026.
Vanguard Morningstar Value ETF was a new East Coast Asset Management position in Q2 2026.
Vanguard Morningstar Value ETF made up 0.06% of East Coast Asset Management's portfolio in Q2 2026, its #64 holding.
East Coast Asset Management first reported a position in Vanguard Morningstar Value ETF in Q2 2013 and has held it in 2 quarters since.
2,809 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on East Coast Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.