Ground Swell Capital’s Vanguard Morningstar Value ETF VTV Stock Holding History

Ground Swell Capital’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	$544K	Buy	+2,498	New	+$522K	0.59%	16
2022 Q4	–	Sell	-3,013	Closed	-$372K	–	142
2022 Q3	$372K	Buy	+3,013	New	+$407K	1.06%	21

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

Ground Swell Capital's VTV Position: Q2 2026 in Review

Ground Swell Capital opened a new position in Vanguard Morningstar Value ETF (VTV) in Q2 2026: 2,498 shares worth $544K. The stake represents 0.59% of the portfolio and ranks #16 among its holdings. This is a return to the name: Ground Swell Capital previously reported a position in VTV as recently as Q3 2022.

Ground Swell Capital first reported a position in VTV in Q3 2022 and has held it in 2 quarters since. 2,800 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Ground Swell Capital held 2,498 shares of Vanguard Morningstar Value ETF worth $544K as of Q2 2026.
Vanguard Morningstar Value ETF was a new Ground Swell Capital position in Q2 2026.
Vanguard Morningstar Value ETF made up 0.59% of Ground Swell Capital's portfolio in Q2 2026, its #16 holding.
Ground Swell Capital first reported a position in Vanguard Morningstar Value ETF in Q3 2022 and has held it in 2 quarters since.
2,800 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Ground Swell Capital's 13F filing for Q2 2026, filed 5 Aug 2026.