Mountain Hill Investment Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Mountain Hill Investment 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	$2.48K	Hold	11	–	–	﹤0.01%	127
2026 Q1	$2.22K	Hold	11	–	–	﹤0.01%	129
2025 Q4	$2.15K	Hold	11	–	–	﹤0.01%	152
2025 Q3	$2.08K	Hold	11	–	–	﹤0.01%	157
2025 Q2	$1.96K	Hold	11	–	–	﹤0.01%	119
2025 Q1	$1.92K	Hold	11	–	–	﹤0.01%	124
2024 Q4	$1.87K	Buy	+11	New	+$1.93K	﹤0.01%	129

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

Mountain Hill Investment Partners's VTV Position: Q2 2026 in Review

Mountain Hill Investment Partners held its Vanguard Morningstar Value ETF (VTV) position steady in Q2 2026 at 11 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #127.

Mountain Hill Investment Partners first reported a position in VTV in Q4 2024 and has held it in 7 quarters since. 2,786 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Mountain Hill Investment Partners held 11 shares of Vanguard Morningstar Value ETF worth $2.48K as of Q2 2026.
Mountain Hill Investment Partners left its Vanguard Morningstar Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Value ETF made up ﹤0.01% of Mountain Hill Investment Partners's portfolio in Q2 2026, its #127 holding.
Mountain Hill Investment Partners first reported a position in Vanguard Morningstar Value ETF in Q4 2024 and has held it in 7 quarters since.
2,786 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.