Graney & King’s Vanguard Morningstar Value ETF VTV Stock Holding History

Graney & King’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	$1.89M	Buy	8,396 +717	+9%	+$150K	0.68%	18
2026 Q1	$1.51M	Hold	7,679	–	–	0.81%	18
2025 Q4	$1.47M	Hold	7,679	–	–	0.86%	18
2025 Q3	$1.43M	Hold	7,679	–	–	0.99%	17
2025 Q2	$1.36M	Hold	7,679	–	–	0.91%	19
2025 Q1	$1.33M	Sell	7,679 -3,555	-32%	-$620K	0.99%	18
2024 Q4	$1.9M	Buy	+11,234	New	+$1.97M	1.44%	14

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

Graney & King's VTV Position: Q2 2026 in Review

Graney & King increased its Vanguard Morningstar Value ETF (VTV) stake by 9.3% in Q2 2026, buying an estimated $150K and bringing the position to 8,396 shares worth $1.89M. The position accounts for 0.68% of the portfolio, ranked #18.

Graney & King first reported a position in VTV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.9M in Q4 2024. 2,789 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Graney & King held 8,396 shares of Vanguard Morningstar Value ETF worth $1.89M as of Q2 2026.
Graney & King bought 717 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $150K.
Vanguard Morningstar Value ETF made up 0.68% of Graney & King's portfolio in Q2 2026, its #18 holding.
Graney & King first reported a position in Vanguard Morningstar Value ETF in Q4 2024 and has held it in 7 quarters since.
Graney & King's Vanguard Morningstar Value ETF position peaked at $1.9M in Q4 2024.
2,789 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.