J. M. Brown & Associates’s Vanguard Morningstar Value ETF VTV Stock Holding History

J. M. Brown & Associates’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	$248K	Buy	+1,138	New	+$238K	0.14%	148

Other funds holding VTV

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

J. M. Brown & Associates's VTV Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in Vanguard Morningstar Value ETF (VTV) in Q2 2026: 1,138 shares worth $248K. The stake represents 0.14% of the portfolio and ranks #148 among its holdings.

2,702 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

J. M. Brown & Associates held 1,138 shares of Vanguard Morningstar Value ETF worth $248K as of Q2 2026.
Vanguard Morningstar Value ETF was a new J. M. Brown & Associates position in Q2 2026.
Vanguard Morningstar Value ETF made up 0.14% of J. M. Brown & Associates's portfolio in Q2 2026, its #148 holding.
2,702 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.