OPF
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Old Peak Finance’s Vanguard Morningstar Value ETF VTV Stock Holding History

Old Peak Finance’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 		$265K Hold
1,216
– – 0.13% 77
2026
Q1 		$239K Buy
1,216
+2
+0.2% +$400 0.14% 73
2025
Q4 		$232K Buy
+1,214
New +$228K 0.14% 81

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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

Old Peak Finance's VTV Position: Q2 2026 in Review

Old Peak Finance held its Vanguard Morningstar Value ETF (VTV) position steady in Q2 2026 at 1,216 shares worth $265K. The position accounts for 0.13% of the portfolio, ranked #77.

Old Peak Finance first reported a position in VTV in Q4 2025 and has held it in 3 quarters since. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Old Peak Finance held 1,216 shares of Vanguard Morningstar Value ETF worth $265K as of Q2 2026.
  • Old Peak Finance left its Vanguard Morningstar Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Value ETF made up 0.13% of Old Peak Finance's portfolio in Q2 2026, its #77 holding.
  • Old Peak Finance first reported a position in Vanguard Morningstar Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Old Peak Finance's 13F filing for Q2 2026, filed 3 Aug 2026.