MHR
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Matthew Hamilton Rosenberg’s Vanguard Morningstar Value ETF VTV Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$25.3K Hold
117
– – ﹤0.01% 529
2026
Q2 		$25.5K Hold
117
– – ﹤0.01% 525
2026
Q1 		$23K Hold
117
– – ﹤0.01% 530
2025
Q4 		$22.3K Sell
117
-37
-24% -$6.96K ﹤0.01% 528
2025
Q3 		$28.7K Sell
154
-27
-15% -$4.89K 0.01% 489
2025
Q2 		$32K Buy
181
+41
+29% +$6.92K 0.01% 502
2025
Q1 		$24.2K Hold
140
– – 0.01% 514
2024
Q4 		$23.7K Hold
140
– – 0.01% 519
2024
Q3 		$24.4K Buy
140
+103
+278% +$17.2K 0.01% 526
2024
Q2 		$5.91K Sell
37
-9
-20% -$1.44K ﹤0.01% 643
2024
Q1 		$7.46K Buy
46
+9
+24% +$1.39K ﹤0.01% 645
2023
Q4 		$5.53K Buy
+37
New +$5.21K ﹤0.01% 687

Other funds holding VTV

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return

Matthew Hamilton Rosenberg's VTV Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Vanguard Morningstar Value ETF (VTV) position steady in Q3 2026 at 117 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Matthew Hamilton Rosenberg first reported a position in VTV in Q4 2023 and has held it in 12 quarters since. The position peaked at $32K in Q2 2025. 160 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

  • Matthew Hamilton Rosenberg held 117 shares of Vanguard Morningstar Value ETF worth $25.3K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its Vanguard Morningstar Value ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Value ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #529 holding.
  • Matthew Hamilton Rosenberg first reported a position in Vanguard Morningstar Value ETF in Q4 2023 and has held it in 12 quarters since.
  • Matthew Hamilton Rosenberg's Vanguard Morningstar Value ETF position peaked at $32K in Q2 2025.
  • 160 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.