Schoolcraft Capital
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
Q3 		$460K Sell
2,127
-38
-2% -$8.44K 0.08% 48
2026
Q2 		$472K Sell
2,165
-85
-4% -$17.8K 0.08% 51
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

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D.A. Davidson & Co
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Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Balentine LLC
Balentine LLC Atlanta, Georgia $2.7B AUM 14.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Schoolcraft Capital's VTV Position: Q3 2026 in Review

Schoolcraft Capital reduced its Vanguard Morningstar Value ETF (VTV) stake by 1.8% in Q3 2026, selling an estimated $8.44K and leaving 2,127 shares worth $460K. The position accounts for 0.08% of the portfolio, ranked #48.

Schoolcraft Capital first reported a position in VTV in Q2 2019 and has held it in 29 quarters since. The position peaked at $658K in Q3 2024. 2,005 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

  • Schoolcraft Capital held 2,127 shares of Vanguard Morningstar Value ETF worth $460K as of Q3 2026.
  • Schoolcraft Capital sold 38 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $8.44K.
  • Vanguard Morningstar Value ETF made up 0.08% of Schoolcraft Capital's portfolio in Q3 2026, its #48 holding.
  • Schoolcraft Capital first reported a position in Vanguard Morningstar Value ETF in Q2 2019 and has held it in 29 quarters since.
  • Schoolcraft Capital's Vanguard Morningstar Value ETF position peaked at $658K in Q3 2024.
  • 2,005 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Schoolcraft Capital's 13F filing for Q3 2026, filed 14 Oct 2026.