MIFH
VTV icon

Migdal Insurance & Financial Holdings’s Vanguard Morningstar Value ETF VTV Stock Holding History

Migdal Insurance & Financial Holdings’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 		$10.3M Buy
52,646
+3,133
+6% +$627K 0.09% 89
2025
Q4 		$9.46M Buy
49,513
+15,366
+45% +$2.89M 0.08% 88
2025
Q3 		$6.35M Buy
34,147
+23,166
+211% +$4.19M 0.07% 89
2025
Q2 		$1.94M Sell
10,981
-177
-2% -$29.9K 0.02% 120
2025
Q1 		$1.93M Buy
11,158
+242
+2% +$42.2K 0.03% 119
2024
Q4 		$1.85M Sell
10,916
-1,038
-9% -$182K 0.03% 115
2024
Q3 		$2.09M Buy
11,954
+1,086
+10% +$182K 0.03% 110
2024
Q2 		$1.74M Sell
10,868
-4,280
-28% -$684K 0.03% 133
2024
Q1 		$2.47M Buy
15,148
+879
+6% +$136K 0.04% 108
2023
Q4 		$2.13M Sell
14,269
-170
-1% -$23.9K 0.04% 113
2023
Q3 		$1.99M Buy
+14,439
New +$2.07M 0.04% 113
2022
Q3 		– Sell
-620
Closed -$82K – 618
2022
Q2 		$82K Buy
+620
New +$87.5K ﹤0.01% 328

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 $445B AUM 25.58% 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

Migdal Insurance & Financial Holdings's VTV Position: Q1 2026 in Review

Migdal Insurance & Financial Holdings increased its Vanguard Morningstar Value ETF (VTV) stake by 6.3% in Q1 2026, buying an estimated $627K and bringing the position to 52,646 shares worth $10.3M. The position accounts for 0.09% of the portfolio, ranked #89.

Migdal Insurance & Financial Holdings first reported a position in VTV in Q2 2022 and has held it in 12 quarters since. 2,706 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Migdal Insurance & Financial Holdings held 52,646 shares of Vanguard Morningstar Value ETF worth $10.3M as of Q1 2026.
  • Migdal Insurance & Financial Holdings bought 3,133 Vanguard Morningstar Value ETF shares in Q1 2026, an estimated $627K.
  • Vanguard Morningstar Value ETF made up 0.09% of Migdal Insurance & Financial Holdings's portfolio in Q1 2026, its #89 holding.
  • Migdal Insurance & Financial Holdings first reported a position in Vanguard Morningstar Value ETF in Q2 2022 and has held it in 12 quarters since.
  • 2,706 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2026, filed 14 May 2026.