Hiley Hunt Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Hiley Hunt Wealth Management’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	$39.8M	Buy	182,583 +4,453	+2%	+$930K	15.72%	1
2026 Q1	$34.9M	Buy	178,130 +3,498	+2%	+$700K	15.41%	1
2025 Q4	$33.4M	Buy	174,632 +2,211	+1%	+$416K	14.92%	1
2025 Q3	$32.2M	Buy	172,421 +2,135	+1%	+$387K	15.13%	1
2025 Q2	$30.3M	Buy	170,286 +1,283	+0.8%	+$217K	15.33%	1
2025 Q1	$29.1M	Buy	169,003 +575	+0.3%	+$100K	15.89%	1
2024 Q4	$28.5M	Buy	168,428 +2,864	+2%	+$503K	15.82%	1
2024 Q3	$28.9M	Buy	165,564 +1,471	+0.9%	+$246K	16.56%	1
2024 Q2	$26.3M	Sell	164,093 -686	-0.4%	-$110K	16.26%	1
2024 Q1	$26.8M	Buy	164,779 +4,731	+3%	+$729K	17.58%	1
2023 Q4	$23.9M	Buy	+160,048	New	+$22.5M	17.7%	1

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

Hiley Hunt Wealth Management's VTV Position: Q2 2026 in Review

Hiley Hunt Wealth Management increased its Vanguard Morningstar Value ETF (VTV) stake by 2.5% in Q2 2026, buying an estimated $930K and bringing the position to 182,583 shares worth $39.8M. The position accounts for 15.72% of the portfolio, ranked #1.

Hiley Hunt Wealth Management first reported a position in VTV in Q4 2023 and has held it in 11 quarters since. 2,803 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Hiley Hunt Wealth Management held 182,583 shares of Vanguard Morningstar Value ETF worth $39.8M as of Q2 2026.
Hiley Hunt Wealth Management bought 4,453 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $930K.
Vanguard Morningstar Value ETF made up 15.72% of Hiley Hunt Wealth Management's portfolio in Q2 2026, its #1 holding.
Hiley Hunt Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q4 2023 and has held it in 11 quarters since.
2,803 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Hiley Hunt Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.