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Permanent Capital Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Permanent Capital 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
Q1 		$233K Hold
1,125
– – 0.04% 140
2025
Q4 		$215K Hold
1,125
– – 0.04% 134
2025
Q3 		$211K Buy
+1,125
New +$204K 0.04% 134

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Permanent Capital Management's VTV Position: Q1 2026 in Review

Permanent Capital Management held its Vanguard Morningstar Value ETF (VTV) position steady in Q1 2026 at 1,125 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #140.

Permanent Capital Management first reported a position in VTV in Q3 2025 and has held it in 3 quarters since. 2,706 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Permanent Capital Management held 1,125 shares of Vanguard Morningstar Value ETF worth $233K as of Q1 2026.
  • Permanent Capital Management left its Vanguard Morningstar Value ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Value ETF made up 0.04% of Permanent Capital Management's portfolio in Q1 2026, its #140 holding.
  • Permanent Capital Management first reported a position in Vanguard Morningstar Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,706 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.

Based on Permanent Capital Management's 13F filing for Q1 2026, filed 14 May 2026.