KPP Advisory Services’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
$1.24M Buy
5,685
+497
+10% +$104K 0.16% 124
2026
Q1
$1.02M Sell
5,188
-235
-4% -$47.1K 0.15% 136
2025
Q4
$1.04M Buy
5,423
+184
+4% +$34.6K 0.15% 129
2025
Q3
$977K Buy
5,239
+1
+0% +$181 0.14% 134
2025
Q2
$926K Sell
5,238
-382
-7% -$64.5K 0.15% 130
2025
Q1
$971K Buy
+5,620
New +$980K 0.18% 116

Other funds holding VTV

KPP Advisory Services's VTV Position: Q2 2026 in Review

KPP Advisory Services increased its Vanguard Morningstar Value ETF (VTV) stake by 9.6% in Q2 2026, buying an estimated $104K and bringing the position to 5,685 shares worth $1.24M. The position accounts for 0.16% of the portfolio, ranked #124.

KPP Advisory Services first reported a position in VTV in Q1 2025 and has held it in 6 quarters since. 2,786 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • KPP Advisory Services held 5,685 shares of Vanguard Morningstar Value ETF worth $1.24M as of Q2 2026.
  • KPP Advisory Services bought 497 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $104K.
  • Vanguard Morningstar Value ETF made up 0.16% of KPP Advisory Services's portfolio in Q2 2026, its #124 holding.
  • KPP Advisory Services first reported a position in Vanguard Morningstar Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 2,786 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.