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

Jaffetilchin Investment 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
Q1 		$18.8M Buy
95,838
+82,269
+606% +$16.5M 1.12% 22
2025
Q4 		$2.59M Buy
13,569
+737
+6% +$139K 0.15% 99
2025
Q3 		$2.39M Sell
12,832
-525
-4% -$95.1K 0.14% 108
2025
Q2 		$2.36M Buy
13,357
+34
+0.3% +$5.74K 0.15% 105
2025
Q1 		$2.3M Buy
13,323
+2,824
+27% +$492K 0.17% 103
2024
Q4 		$1.78M Buy
10,499
+366
+4% +$64.2K 0.13% 110
2024
Q3 		$1.77M Buy
10,133
+2,077
+26% +$348K 0.13% 98
2024
Q2 		$1.29M Buy
8,056
+45
+0.6% +$7.19K 0.11% 115
2024
Q1 		$1.3M Buy
8,011
+657
+9% +$101K 0.12% 108
2023
Q4 		$1.1M Buy
7,354
+103
+1% +$14.5K 0.11% 124
2023
Q3 		$1M Sell
7,251
-75
-1% -$10.7K 0.11% 118
2023
Q2 		$1.04M Sell
7,326
-2,151
-23% -$299K 0.11% 123
2023
Q1 		$1.31M Sell
9,477
-8,233
-46% -$1.16M 0.15% 111
2022
Q4 		$2.49M Buy
17,710
+13,601
+331% +$1.87M 0.3% 68
2022
Q3 		$507K Sell
4,109
-2,230
-35% -$301K 0.07% 172
2022
Q2 		$836K Buy
6,339
+2,226
+54% +$314K 0.1% 136
2022
Q1 		$569K Buy
4,113
+1,438
+54% +$210K 0.07% 169
2021
Q4 		$393K Buy
2,675
+149
+6% +$21.3K 0.04% 243
2021
Q3 		$342K Buy
2,526
+281
+13% +$39.1K 0.04% 255
2021
Q2 		$309K Buy
2,245
+122
+6% +$16.8K 0.02% 321
2021
Q1 		$279K Buy
+2,123
New +$266K 0.03% 279
2019
Q1 		– Sell
-12,669
Closed -$1.24M – 315
2018
Q4 		$1.24M Buy
+12,669
New +$1.33M 0.31% 47

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Jaffetilchin Investment Partners's VTV Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Vanguard Morningstar Value ETF (VTV) stake by 606% in Q1 2026, buying an estimated $16.5M and bringing the position to 95,838 shares worth $18.8M. The position accounts for 1.12% of the portfolio, ranked #22.

Jaffetilchin Investment Partners first reported a position in VTV in Q4 2018 and has held it in 22 quarters since. 2,711 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Jaffetilchin Investment Partners held 95,838 shares of Vanguard Morningstar Value ETF worth $18.8M as of Q1 2026.
  • Jaffetilchin Investment Partners bought 82,269 Vanguard Morningstar Value ETF shares in Q1 2026, an estimated $16.5M.
  • Vanguard Morningstar Value ETF made up 1.12% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #22 holding.
  • Jaffetilchin Investment Partners first reported a position in Vanguard Morningstar Value ETF in Q4 2018 and has held it in 22 quarters since.
  • 2,711 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.