Kitching Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Kitching 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 Q2	$3.84M	Buy	17,641 +3,310	+23%	+$691K	3.3%	11
2026 Q1	$2.81M	Sell	14,331 -2,449	-15%	-$490K	2.59%	11
2025 Q4	$3.2M	Buy	16,780 +8,447	+101%	+$1.59M	2.93%	11
2025 Q3	$1.55M	Buy	8,333 +141	+2%	+$25.5K	1.47%	11
2025 Q2	$1.45M	Buy	8,192 +2,753	+51%	+$465K	1.47%	11
2025 Q1	$939K	Buy	5,439 +571	+12%	+$99.6K	1.08%	13
2024 Q4	$824K	Sell	4,868 -24	-0.5%	-$4.21K	1.05%	13
2024 Q3	$854K	Sell	4,892 -122	-2%	-$20.4K	1.14%	12
2024 Q2	$804K	Buy	5,014 +873	+21%	+$140K	1.46%	11
2024 Q1	$674K	Buy	4,141 +220	+6%	+$33.9K	1.28%	11
2023 Q4	$586K	Buy	+3,921	New	+$552K	1.18%	11

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kitching Partners's VTV Position: Q2 2026 in Review

Kitching Partners increased its Vanguard Morningstar Value ETF (VTV) stake by 23% in Q2 2026, buying an estimated $691K and bringing the position to 17,641 shares worth $3.84M. The position accounts for 3.3% of the portfolio, ranked #11.

Kitching Partners first reported a position in VTV in Q4 2023 and has held it in 11 quarters since. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Kitching Partners held 17,641 shares of Vanguard Morningstar Value ETF worth $3.84M as of Q2 2026.
Kitching Partners bought 3,310 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $691K.
Vanguard Morningstar Value ETF made up 3.3% of Kitching Partners's portfolio in Q2 2026, its #11 holding.
Kitching Partners first reported a position in Vanguard Morningstar Value ETF in Q4 2023 and has held it in 11 quarters since.
2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Kitching Partners's 13F filing for Q2 2026, filed 30 Jul 2026.