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Oversea-Chinese Banking Corp (OCBC)’s Vanguard Morningstar Value ETF VTV Stock Holding History

Oversea-Chinese Banking Corp (OCBC)’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 		$25.2M Buy
115,465
+41,152
+55% +$8.59M 0.54% 42
2026
Q1 		$14.6M Buy
+74,313
New +$14.9M 0.39% 54
2025
Q2 		– Sell
-54,695
Closed -$9.45M – 413
2025
Q1 		$9.45M Buy
+54,695
New +$9.54M 0.27% 75

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

Oversea-Chinese Banking Corp (OCBC)'s VTV Position: Q2 2026 in Review

Oversea-Chinese Banking Corp (OCBC) increased its Vanguard Morningstar Value ETF (VTV) stake by 55% in Q2 2026, buying an estimated $8.59M and bringing the position to 115,465 shares worth $25.2M. The position accounts for 0.54% of the portfolio, ranked #42.

Oversea-Chinese Banking Corp (OCBC) first reported a position in VTV in Q1 2025 and has held it in 3 quarters since. 2,789 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Oversea-Chinese Banking Corp (OCBC) held 115,465 shares of Vanguard Morningstar Value ETF worth $25.2M as of Q2 2026.
  • Oversea-Chinese Banking Corp (OCBC) bought 41,152 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $8.59M.
  • Vanguard Morningstar Value ETF made up 0.54% of Oversea-Chinese Banking Corp (OCBC)'s portfolio in Q2 2026, its #42 holding.
  • Oversea-Chinese Banking Corp (OCBC) first reported a position in Vanguard Morningstar Value ETF in Q1 2025 and has held it in 3 quarters since.
  • 2,789 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Oversea-Chinese Banking Corp (OCBC)'s 13F filing for Q2 2026, filed 11 Aug 2026.