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Hill Investment Group Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Hill Investment Group Partners’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 		$599K Buy
+2,750
New +$574K 0.06% 37
2025
Q4 		– Sell
-3,378
Closed -$630K – 57
2025
Q3 		$630K Sell
3,378
-1
-0% -$181 0.08% 32
2025
Q2 		$597K Buy
3,379
+214
+7% +$36.1K 0.08% 31
2025
Q1 		$547K Sell
3,165
-1,346
-30% -$235K 0.08% 31
2024
Q4 		$764K Sell
4,511
-657
-13% -$115K 0.1% 34
2024
Q3 		$826K Sell
5,168
-9
-0.2% -$1.51K 0.11% 35
2024
Q2 		$855K Sell
5,177
-745
-13% -$119K 0.12% 34
2024
Q1 		$964K Sell
5,922
-521
-8% -$80.3K 0.14% 33
2023
Q4 		$963K Sell
6,443
-2,793
-30% -$393K 0.14% 30
2023
Q3 		$1.27M Sell
9,236
-1,267
-12% -$182K 0.21% 30
2023
Q2 		$1.49M Sell
10,503
-1,607
-13% -$223K 0.27% 25
2023
Q1 		$1.67M Sell
12,110
-77
-0.6% -$10.8K 0.33% 26
2022
Q4 		$1.71M Sell
12,187
-4,546
-27% -$626K 0.41% 24
2022
Q3 		$2.07M Buy
16,733
+32
+0.2% +$4.33K 0.6% 22
2022
Q2 		$2.2M Sell
16,701
-4,915
-23% -$693K 0.61% 19
2022
Q1 		$3.19M Buy
21,616
+4,300
+25% +$627K 1.05% 14
2021
Q4 		$2.55M Buy
17,316
+1,100
+7% +$157K 1.49% 9
2021
Q3 		$2.2M Buy
16,216
+4,496
+38% +$626K 1.42% 8
2021
Q2 		$1.61M Buy
+11,720
New +$1.61M 1.33% 8

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hill Investment Group Partners's VTV Position: Q2 2026 in Review

Hill Investment Group Partners opened a new position in Vanguard Morningstar Value ETF (VTV) in Q2 2026: 2,750 shares worth $599K. The stake represents 0.06% of the portfolio and ranks #37 among its holdings. This is a return to the name: Hill Investment Group Partners previously reported a position in VTV as recently as Q3 2025.

Hill Investment Group Partners first reported a position in VTV in Q2 2021 and has held it in 19 quarters since. The position peaked at $3.19M in Q1 2022. 2,802 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Hill Investment Group Partners held 2,750 shares of Vanguard Morningstar Value ETF worth $599K as of Q2 2026.
  • Vanguard Morningstar Value ETF was a new Hill Investment Group Partners position in Q2 2026.
  • Vanguard Morningstar Value ETF made up 0.06% of Hill Investment Group Partners's portfolio in Q2 2026, its #37 holding.
  • Hill Investment Group Partners first reported a position in Vanguard Morningstar Value ETF in Q2 2021 and has held it in 19 quarters since.
  • Hill Investment Group Partners's Vanguard Morningstar Value ETF position peaked at $3.19M in Q1 2022.
  • 2,802 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Hill Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.