SC
VTV icon

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

Shuttleworth & 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 		$3.92M Buy
17,983
+5,572
+45% +$1.16M 3.13% 6
2026
Q1 		$2.44M Buy
12,411
+1,301
+12% +$260K 2.2% 19
2025
Q4 		$2.12M Buy
11,110
+2,272
+26% +$427K 1.94% 23
2025
Q3 		$1.65M Buy
+8,838
New +$1.6M 1.5% 32

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

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

Shuttleworth & Co increased its Vanguard Morningstar Value ETF (VTV) stake by 45% in Q2 2026, buying an estimated $1.16M and bringing the position to 17,983 shares worth $3.92M. The position accounts for 3.13% of the portfolio, ranked #6.

Shuttleworth & Co first reported a position in VTV in Q3 2025 and has held it in 4 quarters since. 2,792 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Shuttleworth & Co held 17,983 shares of Vanguard Morningstar Value ETF worth $3.92M as of Q2 2026.
  • Shuttleworth & Co bought 5,572 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $1.16M.
  • Vanguard Morningstar Value ETF made up 3.13% of Shuttleworth & Co's portfolio in Q2 2026, its #6 holding.
  • Shuttleworth & Co first reported a position in Vanguard Morningstar Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,792 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Shuttleworth & Co's 13F filing for Q2 2026, filed 5 Aug 2026.