HHWM
VTV icon

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

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 1,511 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.
  • 1,511 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.