Ehrenkranz Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Ehrenkranz 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
2026 Q2	$5.31M	Buy	24,387 +11,375	+87%	+$2.38M	3.07%	9
2026 Q1	$2.55M	Buy	13,012 +8	+0.1%	+$1.6K	2.02%	12
2025 Q4	$2.48M	Buy	13,004 +15	+0.1%	+$2.82K	2.81%	11
2025 Q3	$2.43M	Buy	+12,989	New	+$2.35M	2.13%	13

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

Ehrenkranz Partners's VTV Position: Q2 2026 in Review

Ehrenkranz Partners increased its Vanguard Morningstar Value ETF (VTV) stake by 87% in Q2 2026, buying an estimated $2.38M and bringing the position to 24,387 shares worth $5.31M. The position accounts for 3.07% of the portfolio, ranked #9.

Ehrenkranz Partners first reported a position in VTV in Q3 2025 and has held it in 4 quarters since. 2,792 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Ehrenkranz Partners held 24,387 shares of Vanguard Morningstar Value ETF worth $5.31M as of Q2 2026.
Ehrenkranz Partners bought 11,375 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $2.38M.
Vanguard Morningstar Value ETF made up 3.07% of Ehrenkranz Partners's portfolio in Q2 2026, its #9 holding.
Ehrenkranz Partners first reported a position in Vanguard Morningstar Value ETF in Q3 2025 and has held it in 4 quarters since.
2,792 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Ehrenkranz Partners's 13F filing for Q2 2026, filed 14 Aug 2026.