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Searle & Co’s Vanguard Morningstar Value ETF VTV Stock Holding History

Searle & Co’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 		$530K Buy
2,432
+1,216
+100% +$254K 0.12% 117
2026
Q1 		$239K Buy
+1,216
New +$243K 0.06% 177

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 22.96% 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
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

Searle & Co's VTV Position: Q2 2026 in Review

Searle & Co increased its Vanguard Morningstar Value ETF (VTV) stake by 100% in Q2 2026, buying an estimated $254K and bringing the position to 2,432 shares worth $530K. The position accounts for 0.12% of the portfolio, ranked #117.

Searle & Co first reported a position in VTV in Q1 2026 and has held it in 2 quarters since. 2,789 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Searle & Co held 2,432 shares of Vanguard Morningstar Value ETF worth $530K as of Q2 2026.
  • Searle & Co bought 1,216 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $254K.
  • Vanguard Morningstar Value ETF made up 0.12% of Searle & Co's portfolio in Q2 2026, its #117 holding.
  • Searle & Co first reported a position in Vanguard Morningstar Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,789 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Searle & Co's 13F filing for Q2 2026, filed 27 Jul 2026.