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Signature Equity Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Signature Equity Partners’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 		$571K Buy
2,622
+319
+14% +$66.6K 0.26% 80
2026
Q1 		$452K Buy
2,303
+52
+2% +$10.4K 0.24% 88
2025
Q4 		$430K Buy
+2,251
New +$423K 0.24% 95

Other funds holding VTV

Bank of America
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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

Signature Equity Partners's VTV Position: Q2 2026 in Review

Signature Equity Partners increased its Vanguard Morningstar Value ETF (VTV) stake by 14% in Q2 2026, buying an estimated $66.6K and bringing the position to 2,622 shares worth $571K. The position accounts for 0.26% of the portfolio, ranked #80.

Signature Equity Partners first reported a position in VTV in Q4 2025 and has held it in 3 quarters since. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Signature Equity Partners held 2,622 shares of Vanguard Morningstar Value ETF worth $571K as of Q2 2026.
  • Signature Equity Partners bought 319 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $66.6K.
  • Vanguard Morningstar Value ETF made up 0.26% of Signature Equity Partners's portfolio in Q2 2026, its #80 holding.
  • Signature Equity Partners first reported a position in Vanguard Morningstar Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.