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VTV icon

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

Schoolcraft 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
Q1 		$441K Buy
2,250
+1
+0% +$200 0.09% 49
2025
Q4 		$430K Buy
2,249
+1
+0% +$188 0.08% 51
2025
Q3 		$419K Hold
2,248
– – 0.08% 51
2025
Q2 		$397K Sell
2,248
-26
-1% -$4.39K 0.08% 53
2025
Q1 		$393K Sell
2,274
-63
-3% -$11K 0.08% 57
2024
Q4 		$396K Sell
2,337
-1,433
-38% -$251K 0.08% 57
2024
Q3 		$658K Sell
3,770
-24
-0.6% -$4.02K 0.13% 42
2024
Q2 		$609K Buy
3,794
+568
+18% +$90.8K 0.13% 42
2024
Q1 		$525K Sell
3,226
-1,092
-25% -$168K 0.12% 44
2023
Q4 		$646K Buy
4,318
+1,278
+42% +$180K 0.16% 39
2023
Q3 		$419K Buy
3,040
+316
+12% +$45.3K 0.12% 45
2023
Q2 		$387K Hold
2,724
– – 0.11% 45
2023
Q1 		$376K Sell
2,724
-233
-8% -$32.7K 0.11% 44
2022
Q4 		$415K Sell
2,957
-206
-7% -$28.4K 0.13% 39
2022
Q3 		$391K Buy
3,163
+19
+0.6% +$2.57K 0.13% 40
2022
Q2 		$415K Buy
3,144
+15
+0.5% +$2.12K 0.13% 39
2022
Q1 		$462K Sell
3,129
-35
-1% -$5.11K 0.14% 38
2021
Q4 		$465K Sell
3,164
-23
-0.7% -$3.28K 0.14% 36
2021
Q3 		$431K Buy
3,187
+40
+1% +$5.57K 0.14% 35
2021
Q2 		$433K Sell
3,147
-225
-7% -$30.9K 0.16% 35
2021
Q1 		$443K Buy
3,372
+426
+14% +$53.4K 0.18% 33
2020
Q4 		$350K Buy
2,946
+240
+9% +$27K 0.15% 36
2020
Q3 		$283K Buy
2,706
+157
+6% +$16.5K 0.13% 39
2020
Q2 		$254K Buy
+2,549
New +$250K 0.13% 44
2020
Q1 		– Sell
-1,879
Closed -$225K – 72
2019
Q4 		$225K Hold
1,879
– – 0.11% 60
2019
Q3 		$210K Hold
1,879
– – 0.12% 54
2019
Q2 		$208K Buy
+1,879
New +$205K 0.12% 50

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 $374B AUM 17.66% 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 $377B AUM 19.32% 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

Schoolcraft Capital's VTV Position: Q1 2026 in Review

Schoolcraft Capital increased its Vanguard Morningstar Value ETF (VTV) stake by 0.04% in Q1 2026, buying an estimated $200 and bringing the position to 2,250 shares worth $441K. The position accounts for 0.09% of the portfolio, ranked #49.

Schoolcraft Capital first reported a position in VTV in Q2 2019 and has held it in 27 quarters since. The position peaked at $658K in Q3 2024. 2,700 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Schoolcraft Capital held 2,250 shares of Vanguard Morningstar Value ETF worth $441K as of Q1 2026.
  • Schoolcraft Capital bought 1 Vanguard Morningstar Value ETF share in Q1 2026, an estimated $200.
  • Vanguard Morningstar Value ETF made up 0.09% of Schoolcraft Capital's portfolio in Q1 2026, its #49 holding.
  • Schoolcraft Capital first reported a position in Vanguard Morningstar Value ETF in Q2 2019 and has held it in 27 quarters since.
  • Schoolcraft Capital's Vanguard Morningstar Value ETF position peaked at $658K in Q3 2024.
  • 2,700 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.

Based on Schoolcraft Capital's 13F filing for Q1 2026, filed 13 May 2026.