JMA
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J.M. Arbour’s Vanguard Morningstar Value ETF VTV Stock Holding History

J.M. Arbour’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
Q1 		$406K Buy
2,067
+258
+14% +$51.7K 0.39% 80
2025
Q4 		$346K Buy
+1,809
New +$340K 0.34% 77

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

J.M. Arbour's VTV Position: Q1 2026 in Review

J.M. Arbour increased its Vanguard Morningstar Value ETF (VTV) stake by 14% in Q1 2026, buying an estimated $51.7K and bringing the position to 2,067 shares worth $406K. The position accounts for 0.39% of the portfolio, ranked #80.

J.M. Arbour first reported a position in VTV in Q4 2025 and has held it in 2 quarters since. 2,706 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • J.M. Arbour held 2,067 shares of Vanguard Morningstar Value ETF worth $406K as of Q1 2026.
  • J.M. Arbour bought 258 Vanguard Morningstar Value ETF shares in Q1 2026, an estimated $51.7K.
  • Vanguard Morningstar Value ETF made up 0.39% of J.M. Arbour's portfolio in Q1 2026, its #80 holding.
  • J.M. Arbour first reported a position in Vanguard Morningstar Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,706 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.

Based on J.M. Arbour's 13F filing for Q1 2026, filed 21 Apr 2026.