Harel Insurance Investments & Financial Services’s Vanguard Morningstar Value ETF VTV Stock Holding History

Harel Insurance Investments & Financial Services’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	$47.1M	Hold	216,309	–	–	0.23%	57
2026 Q1	$42.4M	Buy	216,309 +199,500	+1,187%	+$39.9M	0.29%	50
2025 Q4	$3.21M	Hold	16,809	–	–	0.03%	123
2025 Q3	$3.15M	Buy	16,809 +2,764	+20%	+$500K	0.03%	130
2025 Q2	$2.49M	Hold	14,045	–	–	0.03%	141
2025 Q1	$2.43M	Buy	+14,045	New	+$2.45M	0.03%	140
2024 Q1	–	Sell	-13,875	Closed	-$2.07M	–	636
2023 Q4	$2.07M	Sell	13,875 -13,875	-50%	-$1.95M	0.04%	134
2023 Q3	$3.83M	Buy	+27,750	New	+$3.98M	0.08%	96
2023 Q2	–	Sell	-28,250	Closed	-$3.9M	–	799
2023 Q1	$3.9M	Hold	28,250	–	–	0.08%	100
2022 Q4	$3.96M	Buy	+28,250	New	+$3.89M	0.09%	100
2022 Q3	–	Sell	-28,250	Closed	-$3.73M	–	764
2022 Q2	$3.73M	Buy	28,250 +4,000	+16%	+$564K	0.08%	111
2022 Q1	$3.58M	Buy	+24,250	New	+$3.54M	0.06%	123

Other funds holding VTV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Harel Insurance Investments & Financial Services's VTV Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services held its Vanguard Morningstar Value ETF (VTV) position steady in Q2 2026 at 216,309 shares worth $47.1M. The position accounts for 0.23% of the portfolio, ranked #57.

Harel Insurance Investments & Financial Services first reported a position in VTV in Q1 2022 and has held it in 12 quarters since. 2,362 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Harel Insurance Investments & Financial Services held 216,309 shares of Vanguard Morningstar Value ETF worth $47.1M as of Q2 2026.
Harel Insurance Investments & Financial Services left its Vanguard Morningstar Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Value ETF made up 0.23% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #57 holding.
Harel Insurance Investments & Financial Services first reported a position in Vanguard Morningstar Value ETF in Q1 2022 and has held it in 12 quarters since.
2,362 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.