Orcam Financial Group’s Vanguard Morningstar Value ETF VTV Stock Holding History

Orcam Financial 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 Q1	$1.75M	Buy	8,925 +541	+6%	+$108K	1.24%	14
2025 Q4	$1.6M	Sell	8,384 -51	-0.6%	-$9.59K	1.2%	14
2025 Q3	$1.57M	Buy	8,435 +608	+8%	+$110K	1.27%	15
2025 Q2	$1.38M	Hold	7,827	–	–	1.2%	16
2025 Q1	$1.35M	Buy	7,827 +14	+0.2%	+$2.44K	1.27%	15
2024 Q4	$1.32M	Buy	7,813 +654	+9%	+$115K	1.28%	15
2024 Q3	$1.25M	Buy	7,159 +1,822	+34%	+$305K	1.21%	13
2024 Q2	$856K	Buy	5,337 +463	+9%	+$74K	0.92%	24
2024 Q1	$794K	Buy	4,874 +1,848	+61%	+$285K	0.87%	25
2023 Q4	$452K	Buy	+3,026	New	+$426K	0.55%	24

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Orcam Financial Group's VTV Position: Q1 2026 in Review

Orcam Financial Group increased its Vanguard Morningstar Value ETF (VTV) stake by 6.5% in Q1 2026, buying an estimated $108K and bringing the position to 8,925 shares worth $1.75M. The position accounts for 1.24% of the portfolio, ranked #14.

Orcam Financial Group first reported a position in VTV in Q4 2023 and has held it in 10 quarters since. 2,700 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

Orcam Financial Group held 8,925 shares of Vanguard Morningstar Value ETF worth $1.75M as of Q1 2026.
Orcam Financial Group bought 541 Vanguard Morningstar Value ETF shares in Q1 2026, an estimated $108K.
Vanguard Morningstar Value ETF made up 1.24% of Orcam Financial Group's portfolio in Q1 2026, its #14 holding.
Orcam Financial Group first reported a position in Vanguard Morningstar Value ETF in Q4 2023 and has held it in 10 quarters since.
2,700 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.

Based on Orcam Financial Group's 13F filing for Q1 2026, filed 12 May 2026.