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Sapient Capital’s Vanguard Morningstar Value ETF VTV Stock Holding History

Sapient Capital’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
Q3 		$24.5M Buy
113,475
+5,613
+5% +$1.25M 0.33% 37
2026
Q2 		$23.5M Buy
107,862
+864
+0.8% +$180K 0.31% 45
2026
Q1 		$21M Sell
106,998
-10,540
-9% -$2.11M 0.32% 46
2025
Q4 		$22.6M Buy
117,538
+12,949
+12% +$2.44M 0.32% 50
2025
Q3 		$19.5M Buy
104,589
+27,896
+36% +$5.05M 0.3% 57
2025
Q2 		$13.6M Buy
76,693
+25,028
+48% +$4.23M 0.24% 71
2025
Q1 		$8.92M Sell
51,665
-3,779
-7% -$659K 0.18% 83
2024
Q4 		$9.39M Buy
55,444
+6,962
+14% +$1.22M 0.18% 80
2024
Q3 		$8.46M Buy
48,482
+41,858
+632% +$7.01M 0.17% 81
2024
Q2 		$1.07M Sell
6,624
-267
-4% -$42.7K 0.02% 168
2024
Q1 		$1.12M Buy
6,891
+170
+3% +$26.2K 0.02% 171
2023
Q4 		$1M Buy
+6,721
New +$946K 0.03% 170

Other funds holding VTV

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return

Sapient Capital's VTV Position: Q3 2026 in Review

Sapient Capital increased its Vanguard Morningstar Value ETF (VTV) stake by 5.2% in Q3 2026, buying an estimated $1.25M and bringing the position to 113,475 shares worth $24.5M. The position accounts for 0.33% of the portfolio, ranked #37.

Sapient Capital first reported a position in VTV in Q4 2023 and has held it in 12 quarters since. 160 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

  • Sapient Capital held 113,475 shares of Vanguard Morningstar Value ETF worth $24.5M as of Q3 2026.
  • Sapient Capital bought 5,613 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $1.25M.
  • Vanguard Morningstar Value ETF made up 0.33% of Sapient Capital's portfolio in Q3 2026, its #37 holding.
  • Sapient Capital first reported a position in Vanguard Morningstar Value ETF in Q4 2023 and has held it in 12 quarters since.
  • 160 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.