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Nemes Rush Group’s Vanguard Morningstar Value ETF VTV Stock Holding History

Nemes Rush Group’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 		$380K Buy
1,742
+5
+0.3% +$1.04K 0.03% 164
2026
Q1 		$341K Buy
1,737
+433
+33% +$86.7K 0.03% 167
2025
Q4 		$249K Buy
1,304
+11
+0.9% +$2.07K 0.02% 193
2025
Q3 		$241K Buy
1,293
+8
+0.6% +$1.45K 0.02% 181
2025
Q2 		$227K Hold
1,285
– – 0.02% 187
2025
Q1 		$222K Sell
1,285
-562
-30% -$98K 0.03% 188
2024
Q4 		$313K Buy
1,847
+1,569
+564% +$275K 0.04% 149
2024
Q3 		$45.3K Hold
278
– – 0.01% 268
2024
Q2 		$44.6K Sell
278
-113
-29% -$18.1K 0.01% 273
2024
Q1 		$63.7K Buy
391
+112
+40% +$17.3K 0.01% 250
2023
Q4 		$41.7K Hold
279
– – 0.01% 283
2023
Q3 		$38.5K Hold
279
– – 0.01% 281
2023
Q2 		$39.6K Buy
+279
New +$38.8K 0.01% 292

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Nemes Rush Group's VTV Position: Q2 2026 in Review

Nemes Rush Group increased its Vanguard Morningstar Value ETF (VTV) stake by 0.29% in Q2 2026, buying an estimated $1.04K and bringing the position to 1,742 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #164.

Nemes Rush Group first reported a position in VTV in Q2 2023 and has held it in 13 quarters since. 2,802 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Nemes Rush Group held 1,742 shares of Vanguard Morningstar Value ETF worth $380K as of Q2 2026.
  • Nemes Rush Group bought 5 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $1.04K.
  • Vanguard Morningstar Value ETF made up 0.03% of Nemes Rush Group's portfolio in Q2 2026, its #164 holding.
  • Nemes Rush Group first reported a position in Vanguard Morningstar Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 2,802 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Nemes Rush Group's 13F filing for Q2 2026, filed 14 Aug 2026.