Mirador Capital Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Mirador Capital Partners’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	$644K	Sell	2,980 -58	-2%	-$12.9K	0.07%	138
2026 Q2	$662K	Sell	3,038 -25	-0.8%	-$5.22K	0.08%	130
2026 Q1	$601K	Buy	3,063 +131	+4%	+$26.2K	0.09%	133
2025 Q4	$560K	Buy	2,932 +471	+19%	+$88.6K	0.08%	139
2025 Q3	$459K	Buy	+2,461	New	+$446K	0.07%	154

Other funds holding VTV

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

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

TWM

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Mirador Capital Partners's VTV Position: Q3 2026 in Review

Mirador Capital Partners reduced its Vanguard Morningstar Value ETF (VTV) stake by 1.9% in Q3 2026, selling an estimated $12.9K and leaving 2,980 shares worth $644K. The position accounts for 0.07% of the portfolio, ranked #138.

Mirador Capital Partners first reported a position in VTV in Q3 2025 and has held it in 5 quarters since. The position peaked at $662K in Q2 2026. 465 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

Mirador Capital Partners held 2,980 shares of Vanguard Morningstar Value ETF worth $644K as of Q3 2026.
Mirador Capital Partners sold 58 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $12.9K.
Vanguard Morningstar Value ETF made up 0.07% of Mirador Capital Partners's portfolio in Q3 2026, its #138 holding.
Mirador Capital Partners first reported a position in Vanguard Morningstar Value ETF in Q3 2025 and has held it in 5 quarters since.
Mirador Capital Partners's Vanguard Morningstar Value ETF position peaked at $662K in Q2 2026.
465 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Mirador Capital Partners's 13F filing for Q3 2026, filed 9 Oct 2026.