HCA
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Harpswell Capital Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Harpswell Capital 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
Q3 		$1.03M Buy
4,775
+350
+8% +$77.8K 0.68% 22
2026
Q2 		$964K Hold
4,425
– – 0.62% 20
2026
Q1 		$868K Buy
4,425
+500
+13% +$100K 0.65% 23
2025
Q4 		$750K Sell
3,925
-1,100
-22% -$207K 0.59% 21
2025
Q3 		$937K Buy
+5,025
New +$910K 0.89% 16

Other funds holding VTV

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return

Harpswell Capital Advisors's VTV Position: Q3 2026 in Review

Harpswell Capital Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 7.9% in Q3 2026, buying an estimated $77.8K and bringing the position to 4,775 shares worth $1.03M. The position accounts for 0.68% of the portfolio, ranked #22.

Harpswell Capital Advisors first reported a position in VTV in Q3 2025 and has held it in 5 quarters since. 160 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

  • Harpswell Capital Advisors held 4,775 shares of Vanguard Morningstar Value ETF worth $1.03M as of Q3 2026.
  • Harpswell Capital Advisors bought 350 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $77.8K.
  • Vanguard Morningstar Value ETF made up 0.68% of Harpswell Capital Advisors's portfolio in Q3 2026, its #22 holding.
  • Harpswell Capital Advisors first reported a position in Vanguard Morningstar Value ETF in Q3 2025 and has held it in 5 quarters since.
  • 160 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Harpswell Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.