Kavar Capital Partners Group’s Vanguard Morningstar Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $822K | Buy |
3,771
+1
| +0% | +$209 | 0.1% | 109 |
|
|
2026
Q1 | $740K | Sell |
3,770
-42
| -1% | -$8.41K | 0.09% | 117 |
|
|
2025
Q4 | $728K | Buy |
3,812
+1
| +0% | +$188 | 0.1% | 107 |
|
|
2025
Q3 | $711K | Sell |
3,811
-700
| -16% | -$127K | 0.09% | 113 |
|
|
2025
Q2 | $797K | Buy |
4,511
+361
| +9% | +$61K | 0.11% | 108 |
|
|
2025
Q1 | $717K | Hold |
4,150
| – | – | 0.12% | 106 |
|
|
2024
Q4 | $703K | Hold |
4,150
| – | – | 0.12% | 106 |
|
|
2024
Q3 | $724K | Sell |
4,150
-30
| -0.7% | -$5.02K | 0.11% | 107 |
|
|
2024
Q2 | $671K | Buy |
4,180
+695
| +20% | +$111K | 0.12% | 98 |
|
|
2024
Q1 | $568K | Sell |
3,485
-3,309
| -49% | -$510K | 0.1% | 106 |
|
|
2023
Q4 | $1.02M | Buy |
6,794
+3,363
| +98% | +$473K | 0.11% | 100 |
|
|
2023
Q3 | $473K | Sell |
3,431
-5,116
| -60% | -$733K | 0.1% | 109 |
|
|
2023
Q2 | $1.21M | Sell |
8,547
-4,217
| -33% | -$586K | 0.26% | 81 |
|
|
2023
Q1 | $1.76M | Sell |
12,764
-3,211
| -20% | -$451K | 0.38% | 68 |
|
|
2022
Q4 | $2.24M | Hold |
15,975
| – | – | 0.52% | 57 |
|
|
2022
Q3 | $1.97M | Hold |
15,975
| – | – | 0.5% | 61 |
|
|
2022
Q2 | $2.11M | Hold |
15,975
| – | – | 0.49% | 57 |
|
|
2022
Q1 | $2.36M | Buy |
15,975
+82
| +0.5% | +$12K | 0.51% | 55 |
|
|
2021
Q4 | $2.34M | Sell |
15,893
-123
| -0.8% | -$17.6K | 0.49% | 61 |
|
|
2021
Q3 | $2.17M | Hold |
16,016
| – | – | 0.49% | 58 |
|
|
2021
Q2 | $2.2M | Buy |
16,016
+232
| +1% | +$31.9K | 0.53% | 56 |
|
|
2021
Q1 | $2.08M | Buy |
15,784
+1,300
| +9% | +$163K | 0.56% | 58 |
|
|
2020
Q4 | $1.72M | Buy |
+14,484
| New | +$1.63M | 0.5% | 62 |
|
|
2019
Q3 | – | Sell |
-1,243
| Closed | -$138K | – | 450 |
|
|
2019
Q2 | $138K | Buy |
+1,243
| New | +$136K | 0.05% | 148 |
|
|
2018
Q3 | – | Sell |
-1,607
| Closed | -$167K | – | 378 |
|
|
2018
Q2 | $167K | Sell |
1,607
-192
| -11% | -$20.1K | 0.08% | 117 |
|
|
2018
Q1 | $186K | Buy |
+1,799
| New | +$193K | 0.1% | 108 |
|
|
2016
Q2 | – | Sell |
-2,571
| Closed | -$212K | – | 102 |
|
|
2016
Q1 | $212K | Buy |
2,571
+1,562
| +155% | +$122K | 0.14% | 100 |
|
|
2015
Q4 | $82K | Hold |
1,009
| – | – | 0.05% | 140 |
|
|
2015
Q3 | $77K | Hold |
1,009
| – | – | 0.05% | 145 |
|
|
2015
Q2 | $84K | Buy |
+1,009
| New | +$86K | 0.06% | 154 |
|
|
2014
Q2 | – | Sell |
-7
| Closed | – | – | 441 |
|
|
2014
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 573 |
|
|
2013
Q4 | $0 | Buy |
+7
| New | +$516 | ﹤0.01% | 519 |
|
Other funds holding VTV
EWA
Kavar Capital Partners Group's VTV Position: Q2 2026 in Review
Kavar Capital Partners Group increased its Vanguard Morningstar Value ETF (VTV) stake by 0.03% in Q2 2026, buying an estimated $209 and bringing the position to 3,771 shares worth $822K. The position accounts for 0.1% of the portfolio, ranked #109.
Kavar Capital Partners Group first reported a position in VTV in Q4 2013 and has held it in 32 quarters since. The position peaked at $2.36M in Q1 2022. 2,786 funds tracked by Wall St. Rank hold VTV as of Q2 2026.
- Kavar Capital Partners Group held 3,771 shares of Vanguard Morningstar Value ETF worth $822K as of Q2 2026.
- Kavar Capital Partners Group bought 1 Vanguard Morningstar Value ETF share in Q2 2026, an estimated $209.
- Vanguard Morningstar Value ETF made up 0.1% of Kavar Capital Partners Group's portfolio in Q2 2026, its #109 holding.
- Kavar Capital Partners Group first reported a position in Vanguard Morningstar Value ETF in Q4 2013 and has held it in 32 quarters since.
- Kavar Capital Partners Group's Vanguard Morningstar Value ETF position peaked at $2.36M in Q1 2022.
- 2,786 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.
Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.