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GHP Investment Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

GHP Investment Advisors’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 		$3.47M Buy
15,905
+93
+0.6% +$19.4K 0.13% 193
2026
Q1 		$3.1M Buy
15,812
+3,698
+31% +$740K 0.13% 189
2025
Q4 		$2.31M Buy
12,114
+880
+8% +$166K 0.1% 215
2025
Q3 		$2.09M Sell
11,234
-91
-0.8% -$16.5K 0.09% 219
2025
Q2 		$2M Buy
11,325
+419
+4% +$70.8K 0.09% 222
2025
Q1 		$1.88M Sell
10,906
-139
-1% -$24.2K 0.09% 226
2024
Q4 		$1.87M Buy
11,045
+33
+0.3% +$5.79K 0.09% 232
2024
Q3 		$1.92M Sell
11,012
-452
-4% -$75.7K 0.09% 231
2024
Q2 		$1.84M Buy
11,464
+439
+4% +$70.2K 0.09% 231
2024
Q1 		$1.8M Buy
11,025
+1,292
+13% +$199K 0.09% 233
2023
Q4 		$1.46M Buy
9,733
+2,121
+28% +$298K 0.08% 242
2023
Q3 		$1.05M Buy
7,612
+1,958
+35% +$281K 0.06% 254
2023
Q2 		$822K Buy
5,654
+748
+15% +$104K 0.05% 275
2023
Q1 		$678K Sell
4,906
-136
-3% -$19.1K 0.04% 282
2022
Q4 		$708K Buy
5,042
+214
+4% +$29.5K 0.05% 278
2022
Q3 		$596K Buy
4,828
+2,246
+87% +$304K 0.05% 280
2022
Q2 		$340K Buy
2,582
+1,789
+226% +$252K 0.03% 313
2022
Q1 		$117K Buy
+793
New +$116K 0.01% 407

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GHP Investment Advisors's VTV Position: Q2 2026 in Review

GHP Investment Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 0.59% in Q2 2026, buying an estimated $19.4K and bringing the position to 15,905 shares worth $3.47M. The position accounts for 0.13% of the portfolio, ranked #193.

GHP Investment Advisors first reported a position in VTV in Q1 2022 and has held it in 18 quarters since. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • GHP Investment Advisors held 15,905 shares of Vanguard Morningstar Value ETF worth $3.47M as of Q2 2026.
  • GHP Investment Advisors bought 93 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $19.4K.
  • Vanguard Morningstar Value ETF made up 0.13% of GHP Investment Advisors's portfolio in Q2 2026, its #193 holding.
  • GHP Investment Advisors first reported a position in Vanguard Morningstar Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.