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Hutchens & Kramer Investment Management Group’s Vanguard Morningstar Value ETF VTV Stock Holding History

Hutchens & Kramer Investment Management Group’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 		$1.06M Buy
4,856
+201
+4% +$42K 0.28% 54
2026
Q1 		$913K Sell
4,655
-1
-0% -$200 0.29% 62
2025
Q4 		$889K Sell
4,656
-618
-12% -$116K 0.31% 54
2025
Q3 		$984K Sell
5,274
-89
-2% -$16.1K 0.39% 50
2025
Q2 		$958K Buy
5,363
+126
+2% +$21.3K 0.44% 48
2025
Q1 		$905K Buy
5,237
+46
+0.9% +$8.02K 0.5% 41
2024
Q4 		$879K Buy
5,191
+101
+2% +$17.7K 0.48% 39
2024
Q3 		$886K Sell
5,090
-1,055
-17% -$177K 0.49% 42
2024
Q2 		$982K Sell
6,145
-383
-6% -$61.2K 0.54% 36
2024
Q1 		$1.06M Sell
6,528
-168
-3% -$25.9K 0.63% 30
2023
Q4 		$1M Sell
6,696
-644
-9% -$90.6K 0.71% 29
2023
Q3 		$1M Sell
7,340
-136
-2% -$19.5K 0.8% 25
2023
Q2 		$1.06M Sell
7,476
-916
-11% -$127K 0.85% 27
2023
Q1 		$1.16M Sell
8,392
-1,575
-16% -$221K 1% 30
2022
Q4 		$1.4M Sell
9,967
-191
-2% -$26.3K 1.03% 30
2022
Q3 		$1.29M Sell
10,158
-16,577
-62% -$2.24M 1.05% 28
2022
Q2 		$3.56M Buy
26,735
+305
+1% +$43K 2.62% 7
2022
Q1 		$3.92M Buy
26,430
+4
+0% +$584 2.18% 12
2021
Q4 		$3.93M Buy
+26,426
New +$3.77M 2.48% 10

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

Hutchens & Kramer Investment Management Group's VTV Position: Q2 2026 in Review

Hutchens & Kramer Investment Management Group increased its Vanguard Morningstar Value ETF (VTV) stake by 4.3% in Q2 2026, buying an estimated $42K and bringing the position to 4,856 shares worth $1.06M. The position accounts for 0.28% of the portfolio, ranked #54.

Hutchens & Kramer Investment Management Group first reported a position in VTV in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.93M in Q4 2021. 1,498 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Hutchens & Kramer Investment Management Group held 4,856 shares of Vanguard Morningstar Value ETF worth $1.06M as of Q2 2026.
  • Hutchens & Kramer Investment Management Group bought 201 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $42K.
  • Vanguard Morningstar Value ETF made up 0.28% of Hutchens & Kramer Investment Management Group's portfolio in Q2 2026, its #54 holding.
  • Hutchens & Kramer Investment Management Group first reported a position in Vanguard Morningstar Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Hutchens & Kramer Investment Management Group's Vanguard Morningstar Value ETF position peaked at $3.93M in Q4 2021.
  • 1,498 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2026, filed 9 Jul 2026.