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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mirador Capital Partners's VTV Position: Q2 2026 in Review

Mirador Capital Partners reduced its Vanguard Morningstar Value ETF (VTV) stake by 0.82% in Q2 2026, selling an estimated $5.22K and leaving 3,038 shares worth $662K. The position accounts for 0.08% of the portfolio, ranked #130.

Mirador Capital Partners first reported a position in VTV in Q3 2025 and has held it in 4 quarters since. 2,792 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Mirador Capital Partners held 3,038 shares of Vanguard Morningstar Value ETF worth $662K as of Q2 2026.
Mirador Capital Partners sold 25 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $5.22K.
Vanguard Morningstar Value ETF made up 0.08% of Mirador Capital Partners's portfolio in Q2 2026, its #130 holding.
Mirador Capital Partners first reported a position in Vanguard Morningstar Value ETF in Q3 2025 and has held it in 4 quarters since.
2,792 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Mirador Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.