Luther King Capital Management (LKCM)
VTV icon

Luther King Capital Management (LKCM)’s Vanguard Morningstar Value ETF VTV Stock Holding History

Luther King Capital Management (LKCM)’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 		– Hold
0
– – – 452
2026
Q1 		– Hold
0
– – – 448
2025
Q4 		– Hold
0
– – – 454
2025
Q3 		– Hold
0
– – – 456
2025
Q2 		– Hold
0
– – – 447
2025
Q1 		– Hold
0
– – – 442
2024
Q4 		– Hold
0
– – – 434
2024
Q3 		– Hold
0
– – – 442
2024
Q2 		– Hold
0
– – – 459
2024
Q1 		– Hold
0
– – – 463
2023
Q4 		– Hold
0
– – – 462
2023
Q3 		– Hold
0
– – – 481
2023
Q2 		– Hold
0
– – – 498
2023
Q1 		– Hold
0
– – – 489
2019
Q4 		– Hold
0
– – – 462
2019
Q3 		– Hold
0
– – – 451
2019
Q2 		– Hold
0
– – – 461

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