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VTV icon

Legacy Bridge’s Vanguard Morningstar Value ETF VTV Stock Holding History

Legacy Bridge’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 		$146K Buy
671
+9
+1% +$1.88K 0.05% 171
2026
Q1 		$130K Buy
662
+141
+27% +$28.2K 0.05% 162
2025
Q4 		$99.5K Sell
521
-20
-4% -$3.76K 0.04% 171
2025
Q3 		$101K Buy
541
+478
+759% +$86.5K 0.04% 170
2025
Q2 		$11.1K Buy
63
+7
+13% +$1.18K 0.01% 253
2025
Q1 		$9.67K Buy
56
+45
+409% +$7.85K 0.01% 242
2024
Q4 		$1.86K Hold
11
– – ﹤0.01% 294
2024
Q3 		$1.92K Hold
11
– – ﹤0.01% 290
2024
Q2 		$1.76K Sell
11
-235
-96% -$37.6K ﹤0.01% 284
2024
Q1 		$40.1K Buy
246
+11
+5% +$1.7K 0.02% 208
2023
Q4 		$35.1K Hold
235
– – 0.02% 207
2023
Q3 		$32.4K Hold
235
– – 0.02% 206
2023
Q2 		$33.4K Hold
235
– – 0.02% 206
2023
Q1 		$32.5K Hold
235
– – 0.02% 210
2022
Q4 		$33K Hold
235
– – 0.02% 209
2022
Q3 		$29K Hold
235
– – 0.02% 202
2022
Q2 		$31K Hold
235
– – 0.02% 206
2022
Q1 		$35K Hold
235
– – 0.02% 214
2021
Q4 		$35K Hold
235
– – 0.02% 214
2021
Q3 		$32K Hold
235
– – 0.02% 215
2021
Q2 		$32K Hold
235
– – 0.02% 219
2021
Q1 		$31K Hold
235
– – 0.02% 218
2020
Q4 		$28K Hold
235
– – 0.02% 212
2020
Q3 		$25K Hold
235
– – 0.02% 209
2020
Q2 		$23K Buy
+235
New +$23.1K 0.03% 212

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

Legacy Bridge's VTV Position: Q2 2026 in Review

Legacy Bridge increased its Vanguard Morningstar Value ETF (VTV) stake by 1.4% in Q2 2026, buying an estimated $1.88K and bringing the position to 671 shares worth $146K. The position accounts for 0.05% of the portfolio, ranked #171.

Legacy Bridge first reported a position in VTV in Q2 2020 and has held it in 25 quarters since. 2,798 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Legacy Bridge held 671 shares of Vanguard Morningstar Value ETF worth $146K as of Q2 2026.
  • Legacy Bridge bought 9 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $1.88K.
  • Vanguard Morningstar Value ETF made up 0.05% of Legacy Bridge's portfolio in Q2 2026, its #171 holding.
  • Legacy Bridge first reported a position in Vanguard Morningstar Value ETF in Q2 2020 and has held it in 25 quarters since.
  • 2,798 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.