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Legacy Capital Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Legacy Capital Wealth Management’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
Q1 		– Sell
-1,118
Closed -$214K – 73
2025
Q4 		$214K Buy
+1,118
New +$210K 0.13% 62

Other funds holding VTV

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

Legacy Capital Wealth Management's VTV Position: Q1 2026 in Review

Legacy Capital Wealth Management sold out of Vanguard Morningstar Value ETF (VTV) in Q1 2026, closing a stake of 1,118 shares — an estimated $214K sold.

Legacy Capital Wealth Management first reported a position in VTV in Q4 2025 and held it in 1 quarter. The position peaked at $214K in Q4 2025. 2,711 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Legacy Capital Wealth Management reported no remaining Vanguard Morningstar Value ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Wealth Management sold 1,118 Vanguard Morningstar Value ETF shares in Q1 2026, an estimated $214K.
  • Legacy Capital Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q4 2025 and held it in 1 quarter.
  • Legacy Capital Wealth Management's Vanguard Morningstar Value ETF position peaked at $214K in Q4 2025.
  • 2,711 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.

Based on Legacy Capital Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.