Kapstone Financial Advisors’s Vanguard Value ETF VTV Stock Holding History

Kapstone Financial Advisors’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	$629K	Buy	+3,208	New	+$642K	0.31%	59

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Kapstone Financial Advisors's VTV Position: Q1 2026 in Review

Kapstone Financial Advisors opened a new position in Vanguard Value ETF (VTV) in Q1 2026: 3,208 shares worth $629K. The stake represents 0.31% of the portfolio and ranks #59 among its holdings.

2,697 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

Kapstone Financial Advisors held 3,208 shares of Vanguard Value ETF worth $629K as of Q1 2026.
Vanguard Value ETF was a new Kapstone Financial Advisors position in Q1 2026.
Vanguard Value ETF made up 0.31% of Kapstone Financial Advisors's portfolio in Q1 2026, its #59 holding.
2,697 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.