MWM
VTV icon

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

Maripau 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 		$1.37M Sell
6,293
-935
-13% -$195K 0.49% 43
2026
Q1 		$1.42M Buy
7,228
+294
+4% +$58.9K 0.62% 40
2025
Q4 		$1.32M Buy
6,934
+245
+4% +$46.1K 0.61% 43
2025
Q3 		$1.25M Sell
6,689
-577
-8% -$104K 0.63% 44
2025
Q2 		$1.28M Sell
7,266
-1,445
-17% -$244K 0.65% 42
2025
Q1 		$1.5M Sell
8,711
-1,463
-14% -$255K 0.86% 32
2024
Q4 		$1.72M Sell
10,174
-1,615
-14% -$283K 1.02% 27
2024
Q3 		$2.06M Sell
11,789
-1,434
-11% -$240K 1.78% 19
2024
Q2 		$2.13M Sell
13,223
-551
-4% -$88.1K 1.46% 15
2024
Q1 		$2.24M Sell
13,774
-665
-5% -$103K 1.68% 13
2023
Q4 		$2.16M Sell
14,439
-41
-0.3% -$5.77K 1.88% 12
2023
Q3 		$2M Sell
14,480
-541
-4% -$77.5K 1.84% 14
2023
Q2 		$2.13M Sell
15,021
-624
-4% -$86.7K 1.9% 16
2023
Q1 		$2.16M Buy
15,645
+485
+3% +$68.1K 2.25% 14
2022
Q4 		$2.12M Buy
15,160
+1,554
+11% +$214K 2.21% 13
2022
Q3 		$1.88M Buy
13,606
+1,994
+17% +$270K 2.03% 13
2022
Q2 		$1.6M Sell
11,612
-500
-4% -$70.5K 1.73% 15
2022
Q1 		$1.76M Buy
12,112
+153
+1% +$22.3K 1.59% 15
2021
Q4 		$1.76M Buy
+11,959
New +$1.71M 1.66% 15

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

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

Maripau Wealth Management reduced its Vanguard Morningstar Value ETF (VTV) stake by 13% in Q2 2026, selling an estimated $195K and leaving 6,293 shares worth $1.37M. The position accounts for 0.49% of the portfolio, ranked #43.

Maripau Wealth Management first reported a position in VTV in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.24M in Q1 2024. 2,798 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Maripau Wealth Management held 6,293 shares of Vanguard Morningstar Value ETF worth $1.37M as of Q2 2026.
  • Maripau Wealth Management sold 935 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $195K.
  • Vanguard Morningstar Value ETF made up 0.49% of Maripau Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Maripau Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Maripau Wealth Management's Vanguard Morningstar Value ETF position peaked at $2.24M in Q1 2024.
  • 2,798 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Maripau Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.