Kings Path Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Kings Path Partners’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	$367K	Buy	1,697 +978	+136%	+$217K	0.1%	80
2026 Q2	$157K	Buy	719 +87	+14%	+$18.2K	0.04%	129
2026 Q1	$124K	Buy	632 +4	+0.6%	+$801	0.04%	126
2025 Q4	$120K	Buy	628 +6	+1%	+$1.13K	0.04%	127
2025 Q3	$116K	Buy	622 +3	+0.5%	+$543	0.04%	121
2025 Q2	$109K	Hold	619	–	–	0.04%	115
2025 Q1	$107K	Buy	619 +4	+0.7%	+$698	0.05%	116
2024 Q4	$104K	Hold	615	–	–	0.04%	140
2024 Q3	$107K	Buy	+615	New	+$103K	0.05%	138

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

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 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

Kings Path Partners's VTV Position: Q3 2026 in Review

Kings Path Partners increased its Vanguard Morningstar Value ETF (VTV) stake by 136% in Q3 2026, buying an estimated $217K and bringing the position to 1,697 shares worth $367K. The position accounts for 0.1% of the portfolio, ranked #80.

Kings Path Partners first reported a position in VTV in Q3 2024 and has held it in 9 quarters since. 1,099 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

Kings Path Partners held 1,697 shares of Vanguard Morningstar Value ETF worth $367K as of Q3 2026.
Kings Path Partners bought 978 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $217K.
Vanguard Morningstar Value ETF made up 0.1% of Kings Path Partners's portfolio in Q3 2026, its #80 holding.
Kings Path Partners first reported a position in Vanguard Morningstar Value ETF in Q3 2024 and has held it in 9 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.