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

Liberty Capital 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
Q2 		$270K Buy
+1,241
New +$259K 0.05% 157
2025
Q4 		$239K Buy
+1,252
New +$235K 0.04% 161

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

Liberty Capital Management's VTV Position: Q2 2026 in Review

Liberty Capital Management opened a new position in Vanguard Morningstar Value ETF (VTV) in Q2 2026: 1,241 shares worth $270K. The stake represents 0.05% of the portfolio and ranks #157 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in VTV as recently as Q4 2025.

Liberty Capital Management first reported a position in VTV in Q4 2025 and has held it in 2 quarters since. 2,791 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Liberty Capital Management held 1,241 shares of Vanguard Morningstar Value ETF worth $270K as of Q2 2026.
  • Vanguard Morningstar Value ETF was a new Liberty Capital Management position in Q2 2026.
  • Vanguard Morningstar Value ETF made up 0.05% of Liberty Capital Management's portfolio in Q2 2026, its #157 holding.
  • Liberty Capital Management first reported a position in Vanguard Morningstar Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,791 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.