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London & Capital Asset Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

London & Capital Asset 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 		$315K Sell
1,606
-2,136
-57% -$428K ﹤0.01% 193
2025
Q4 		$715K Buy
+3,742
New +$704K 0.01% 144

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

London & Capital Asset Management's VTV Position: Q1 2026 in Review

London & Capital Asset Management reduced its Vanguard Morningstar Value ETF (VTV) stake by 57% in Q1 2026, selling an estimated $428K and leaving 1,606 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

London & Capital Asset Management first reported a position in VTV in Q4 2025 and has held it in 2 quarters since. The position peaked at $715K in Q4 2025. 2,702 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • London & Capital Asset Management held 1,606 shares of Vanguard Morningstar Value ETF worth $315K as of Q1 2026.
  • London & Capital Asset Management sold 2,136 Vanguard Morningstar Value ETF shares in Q1 2026, an estimated $428K.
  • Vanguard Morningstar Value ETF made up ﹤0.01% of London & Capital Asset Management's portfolio in Q1 2026, its #193 holding.
  • London & Capital Asset Management first reported a position in Vanguard Morningstar Value ETF in Q4 2025 and has held it in 2 quarters since.
  • London & Capital Asset Management's Vanguard Morningstar Value ETF position peaked at $715K in Q4 2025.
  • 2,702 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.

Based on London & Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.