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Libra Wealth’s Vanguard Morningstar Value ETF VTV Stock Holding History

Libra Wealth’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 		$1.2M Hold
5,518
– – 0.31% 28
2026
Q1 		$1.08M Hold
5,518
– – 0.31% 27
2025
Q4 		$1.05M Buy
5,518
+120
+2% +$22.6K 0.29% 27
2025
Q3 		$1.01M Hold
5,398
– – 0.3% 28
2025
Q2 		$954K Buy
5,398
+2,177
+68% +$368K 0.31% 27
2025
Q1 		$556K Buy
3,221
+779
+32% +$136K 0.21% 38
2024
Q4 		$413K Hold
2,442
– – 0.16% 40
2024
Q3 		$426K Sell
2,442
-5
-0.2% -$837 0.17% 41
2024
Q2 		$393K Sell
2,447
-117
-5% -$18.7K 0.17% 40
2024
Q1 		$418K Sell
2,564
-85
-3% -$13.1K 0.18% 40
2023
Q4 		$396K Sell
2,649
-437
-14% -$61.5K 0.2% 38
2023
Q3 		$426K Buy
3,086
+1,290
+72% +$185K 0.24% 34
2023
Q2 		$255K Sell
1,796
-143
-7% -$19.9K 0.14% 40
2023
Q1 		$268K Sell
1,939
-853
-31% -$120K 0.16% 40
2022
Q4 		$120M Buy
2,792
+853
+44% +$117K 3.28% 6
2022
Q3 		$239K Sell
1,939
-853
-31% -$115K 0.15% 40
2022
Q2 		$368K Buy
+2,792
New +$394K 0.26% 29
2022
Q1 		– Sell
-156,012
Closed -$36.8M – 38
2021
Q4 		$36.8M Buy
+156,012
New +$22.3M 23.75% 2

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

Libra Wealth's VTV Position: Q2 2026 in Review

Libra Wealth held its Vanguard Morningstar Value ETF (VTV) position steady in Q2 2026 at 5,518 shares worth $1.2M. The position accounts for 0.31% of the portfolio, ranked #28.

Libra Wealth first reported a position in VTV in Q4 2021 and has held it in 18 quarters since. The position peaked at $120M in Q4 2022. 2,781 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Libra Wealth held 5,518 shares of Vanguard Morningstar Value ETF worth $1.2M as of Q2 2026.
  • Libra Wealth left its Vanguard Morningstar Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Value ETF made up 0.31% of Libra Wealth's portfolio in Q2 2026, its #28 holding.
  • Libra Wealth first reported a position in Vanguard Morningstar Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Libra Wealth's Vanguard Morningstar Value ETF position peaked at $120M in Q4 2022.
  • 2,781 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Libra Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.