Lodestar Private Asset Management’s Vanguard Morningstar Value ETF VTV Stock Holding History
Bought
Maintained
Sold
Other funds holding VTV
EWA
Lodestar Private Asset Management's VTV Position: Q2 2026 in Review
Lodestar Private Asset Management increased its Vanguard Morningstar Value ETF (VTV) stake by 11% in Q2 2026, buying an estimated $3.9M and bringing the position to 185,201 shares worth $40.4M. The position accounts for 3.49% of the portfolio, ranked #5.
Lodestar Private Asset Management first reported a position in VTV in Q4 2022 and has held it in 15 quarters since. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.
- Lodestar Private Asset Management held 185,201 shares of Vanguard Morningstar Value ETF worth $40.4M as of Q2 2026.
- Lodestar Private Asset Management bought 18,670 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $3.9M.
- Vanguard Morningstar Value ETF made up 3.49% of Lodestar Private Asset Management's portfolio in Q2 2026, its #5 holding.
- Lodestar Private Asset Management first reported a position in Vanguard Morningstar Value ETF in Q4 2022 and has held it in 15 quarters since.
- 2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.
Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.