Kestra Investment Management’s Vanguard Morningstar Value ETF VTV Stock Holding History
Bought
Maintained
Sold
Other funds holding VTV
EWA
Kestra Investment Management's VTV Position: Q1 2026 in Review
Kestra Investment Management reduced its Vanguard Morningstar Value ETF (VTV) stake by 27% in Q1 2026, selling an estimated $709K and leaving 9,433 shares worth $1.85M. The position accounts for 0.03% of the portfolio, ranked #139.
Kestra Investment Management first reported a position in VTV in Q2 2024 and has held it in 8 quarters since. The position peaked at $12.5M in Q2 2024. 2,701 funds tracked by Wall St. Rank hold VTV as of Q1 2026.
- Kestra Investment Management held 9,433 shares of Vanguard Morningstar Value ETF worth $1.85M as of Q1 2026.
- Kestra Investment Management sold 3,541 Vanguard Morningstar Value ETF shares in Q1 2026, an estimated $709K.
- Vanguard Morningstar Value ETF made up 0.03% of Kestra Investment Management's portfolio in Q1 2026, its #139 holding.
- Kestra Investment Management first reported a position in Vanguard Morningstar Value ETF in Q2 2024 and has held it in 8 quarters since.
- Kestra Investment Management's Vanguard Morningstar Value ETF position peaked at $12.5M in Q2 2024.
- 2,701 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.
Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.