Purpose Unlimited Inc’s Vanguard Morningstar Value ETF VTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$151K Hold
695
0.01% 268
2026
Q1
$136K Buy
+695
New +$139K 0.01% 274

Other funds holding VTV

Purpose Unlimited Inc's VTV Position: Q2 2026 in Review

Purpose Unlimited Inc held its Vanguard Morningstar Value ETF (VTV) position steady in Q2 2026 at 695 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #268.

Purpose Unlimited Inc first reported a position in VTV in Q1 2026 and has held it in 2 quarters since. 2,789 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Purpose Unlimited Inc held 695 shares of Vanguard Morningstar Value ETF worth $151K as of Q2 2026.
  • Purpose Unlimited Inc left its Vanguard Morningstar Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Value ETF made up 0.01% of Purpose Unlimited Inc's portfolio in Q2 2026, its #268 holding.
  • Purpose Unlimited Inc first reported a position in Vanguard Morningstar Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,789 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.