Jeter Robert S II’s Vanguard Morningstar Value ETF VTV Stock Holding History

Jeter Robert S II’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 Q3	$818K	Buy	+3,707	New	+$824K	0.54%	29

Other funds holding VTV

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Jeter Robert S II's VTV Position: Q3 2026 in Review

Jeter Robert S II opened a new position in Vanguard Morningstar Value ETF (VTV) in Q3 2026: 3,707 shares worth $818K. The stake represents 0.54% of the portfolio and ranks #29 among its holdings.

832 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

Jeter Robert S II held 3,707 shares of Vanguard Morningstar Value ETF worth $818K as of Q3 2026.
Vanguard Morningstar Value ETF was a new Jeter Robert S II position in Q3 2026.
Vanguard Morningstar Value ETF made up 0.54% of Jeter Robert S II's portfolio in Q3 2026, its #29 holding.
832 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Jeter Robert S II's 13F filing for Q3 2026, filed 16 Oct 2026.