KFG
VTV icon

Kingdom Financial Group’s Vanguard Morningstar Value ETF VTV Stock Holding History

Kingdom Financial Group’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
Q2 		$162K Sell
744
-1,386
-65% -$289K 0.04% 163
2026
Q1 		$418K Buy
2,130
+201
+10% +$40.2K 0.12% 85
2025
Q4 		$368K Buy
+1,929
New +$363K 0.11% 89

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kingdom Financial Group's VTV Position: Q2 2026 in Review

Kingdom Financial Group reduced its Vanguard Morningstar Value ETF (VTV) stake by 65% in Q2 2026, selling an estimated $289K and leaving 744 shares worth $162K. The position accounts for 0.04% of the portfolio, ranked #163.

Kingdom Financial Group first reported a position in VTV in Q4 2025 and has held it in 3 quarters since. The position peaked at $418K in Q1 2026. 2,798 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Kingdom Financial Group held 744 shares of Vanguard Morningstar Value ETF worth $162K as of Q2 2026.
  • Kingdom Financial Group sold 1,386 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $289K.
  • Vanguard Morningstar Value ETF made up 0.04% of Kingdom Financial Group's portfolio in Q2 2026, its #163 holding.
  • Kingdom Financial Group first reported a position in Vanguard Morningstar Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Kingdom Financial Group's Vanguard Morningstar Value ETF position peaked at $418K in Q1 2026.
  • 2,798 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.