Hara Capital’s Vanguard Morningstar Value ETF VTV Stock Holding History

Hara 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	$134K	Sell	615 -450	-42%	-$94K	0.07%	139
2026 Q1	$209K	Hold	1,065	–	–	0.1%	122
2025 Q4	$203K	Hold	1,065	–	–	0.11%	121
2025 Q3	$199K	Hold	1,065	–	–	0.12%	118
2025 Q2	$188K	Hold	1,065	–	–	0.12%	125
2025 Q1	$184K	Hold	1,065	–	–	0.12%	125
2024 Q4	$180K	Buy	1,065 +294	+38%	+$51.6K	0.11%	128
2024 Q3	$168K	Buy	+771	New	+$129K	0.1%	136
2024 Q2	–	Sell	-1,245	Closed	-$203K	–	141
2024 Q1	$203K	Sell	1,245 -100	-7%	-$15.4K	0.12%	127
2023 Q4	$201K	Buy	+1,345	New	+$189K	0.14%	122

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Hara Capital's VTV Position: Q2 2026 in Review

Hara Capital reduced its Vanguard Morningstar Value ETF (VTV) stake by 42% in Q2 2026, selling an estimated $94K and leaving 615 shares worth $134K. The position accounts for 0.07% of the portfolio, ranked #139.

Hara Capital first reported a position in VTV in Q4 2023 and has held it in 10 quarters since. The position peaked at $209K in Q1 2026. 2,808 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Hara Capital held 615 shares of Vanguard Morningstar Value ETF worth $134K as of Q2 2026.
Hara Capital sold 450 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $94K.
Vanguard Morningstar Value ETF made up 0.07% of Hara Capital's portfolio in Q2 2026, its #139 holding.
Hara Capital first reported a position in Vanguard Morningstar Value ETF in Q4 2023 and has held it in 10 quarters since.
Hara Capital's Vanguard Morningstar Value ETF position peaked at $209K in Q1 2026.
2,808 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Hara Capital's 13F filing for Q2 2026, filed 11 Aug 2026.