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Sachetta’s Vanguard Morningstar Value ETF VTV Stock Holding History

Sachetta’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 		$136K Hold
623
– – 0.07% 119
2026
Q1 		$122K Hold
623
– – 0.07% 120
2025
Q4 		$119K Hold
623
– – 0.07% 126
2025
Q3 		$116K Hold
623
– – 0.04% 183
2025
Q2 		$110K Hold
623
– – 0.04% 183
2025
Q1 		$108K Hold
623
– – 0.04% 190
2024
Q4 		$105K Sell
623
-1
-0.2% -$175 0.04% 193
2024
Q3 		$109K Sell
624
-156
-20% -$26.1K 0.04% 194
2024
Q2 		$130K Buy
780
+157
+25% +$25.1K 0.06% 173
2024
Q1 		$93.1K Hold
623
– – 0.04% 191
2023
Q4 		$93.1K Buy
+623
New +$87.7K 0.04% 191

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 22.9% 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

Sachetta's VTV Position: Q2 2026 in Review

Sachetta held its Vanguard Morningstar Value ETF (VTV) position steady in Q2 2026 at 623 shares worth $136K. The position accounts for 0.07% of the portfolio, ranked #119.

Sachetta first reported a position in VTV in Q4 2023 and has held it in 11 quarters since. 2,808 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Sachetta held 623 shares of Vanguard Morningstar Value ETF worth $136K as of Q2 2026.
  • Sachetta left its Vanguard Morningstar Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Value ETF made up 0.07% of Sachetta's portfolio in Q2 2026, its #119 holding.
  • Sachetta first reported a position in Vanguard Morningstar Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,808 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.