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

LongView 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 Q2	$3.69M	Sell	16,939 -318	-2%	-$66.4K	0.95%	26
2026 Q1	$3.5M	Sell	17,257 -635	-4%	-$127K	0.88%	32
2025 Q4	$3.52M	Sell	17,892 -651	-4%	-$122K	0.85%	32
2025 Q3	$3.46M	Sell	18,543 -1,477	-7%	-$267K	0.94%	28
2025 Q2	$3.54M	Sell	20,020 -22,115	-52%	-$3.74M	1.07%	22
2025 Q1	$7.28M	Buy	42,135 +2,126	+5%	+$371K	2.18%	10
2024 Q4	$6.77M	Buy	40,009 +1,611	+4%	+$283K	2.06%	10
2024 Q3	$6.7M	Buy	38,398 +5,087	+15%	+$852K	2.14%	10
2024 Q2	$5.34M	Buy	33,311 +2,598	+8%	+$415K	1.97%	10
2024 Q1	$5M	Buy	30,713 +1,295	+4%	+$200K	1.98%	10
2023 Q4	$4.41M	Buy	+29,418	New	+$4.14M	1.97%	11

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LongView Wealth Management's VTV Position: Q2 2026 in Review

LongView Wealth Management reduced its Vanguard Morningstar Value ETF (VTV) stake by 1.8% in Q2 2026, selling an estimated $66.4K and leaving 16,939 shares worth $3.69M. The position accounts for 0.95% of the portfolio, ranked #26.

LongView Wealth Management first reported a position in VTV in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.28M in Q1 2025. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

LongView Wealth Management held 16,939 shares of Vanguard Morningstar Value ETF worth $3.69M as of Q2 2026.
LongView Wealth Management sold 318 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $66.4K.
Vanguard Morningstar Value ETF made up 0.95% of LongView Wealth Management's portfolio in Q2 2026, its #26 holding.
LongView Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Vanguard Morningstar Value ETF position peaked at $7.28M in Q1 2025.
2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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