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Palisades Hudson Asset Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Palisades Hudson Asset Management’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 		– Sell
-1,282
Closed -$252K – 113
2026
Q1 		$252K Buy
+1,282
New +$257K 0.1% 88

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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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

Palisades Hudson Asset Management's VTV Position: Q2 2026 in Review

Palisades Hudson Asset Management sold out of Vanguard Morningstar Value ETF (VTV) in Q2 2026, closing a stake of 1,282 shares — an estimated $252K sold.

Palisades Hudson Asset Management first reported a position in VTV in Q1 2026 and held it in 1 quarter. The position peaked at $252K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Palisades Hudson Asset Management reported no remaining Vanguard Morningstar Value ETF position as of Q2 2026 after selling out during the quarter.
  • Palisades Hudson Asset Management sold 1,282 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $252K.
  • Palisades Hudson Asset Management first reported a position in Vanguard Morningstar Value ETF in Q1 2026 and held it in 1 quarter.
  • Palisades Hudson Asset Management's Vanguard Morningstar Value ETF position peaked at $252K in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.