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Markowski Investments’s Vanguard Morningstar Value ETF VTV Stock Holding History

Markowski Investments’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 		$5.15M Buy
+23,613
New +$4.93M 1.13% 22

Other funds holding VTV

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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Markowski Investments's VTV Position: Q2 2026 in Review

Markowski Investments opened a new position in Vanguard Morningstar Value ETF (VTV) in Q2 2026: 23,613 shares worth $5.15M. The stake represents 1.13% of the portfolio and ranks #22 among its holdings.

2,474 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Markowski Investments held 23,613 shares of Vanguard Morningstar Value ETF worth $5.15M as of Q2 2026.
  • Vanguard Morningstar Value ETF was a new Markowski Investments position in Q2 2026.
  • Vanguard Morningstar Value ETF made up 1.13% of Markowski Investments's portfolio in Q2 2026, its #22 holding.
  • 2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.