Silicon Valley Capital Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Silicon Valley Capital 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 Q1	$89.7K	Buy	457 +2	+0.4%	+$400	0.01%	120
2025 Q4	$86.8K	Buy	455 +5	+1%	+$940	0.01%	115
2025 Q3	$83.9K	Buy	+450	New	+$81.5K	0.01%	114
2024 Q4	–	Sell	-39	Closed	-$6.86K	–	331
2024 Q3	$6.86K	Hold	39	–	–	﹤0.01%	269
2024 Q2	$6.23K	Hold	39	–	–	﹤0.01%	267
2024 Q1	$6.32K	Hold	39	–	–	﹤0.01%	257
2023 Q4	$5.77K	Sell	39 -70	-64%	-$9.85K	﹤0.01%	292
2023 Q3	$15.1K	Hold	109	–	–	﹤0.01%	161
2023 Q2	$15.5K	Buy	109 +1	+0.9%	+$139	﹤0.01%	158
2023 Q1	$14.9K	Buy	108 +1	+0.9%	+$140	﹤0.01%	150
2022 Q4	$15.1K	Buy	+107	New	+$14.7K	﹤0.01%	132

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Silicon Valley Capital Partners's VTV Position: Q1 2026 in Review

Silicon Valley Capital Partners increased its Vanguard Morningstar Value ETF (VTV) stake by 0.44% in Q1 2026, buying an estimated $400 and bringing the position to 457 shares worth $89.7K. The position accounts for 0.01% of the portfolio, ranked #120.

Silicon Valley Capital Partners first reported a position in VTV in Q4 2022 and has held it in 11 quarters since. 2,718 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

Silicon Valley Capital Partners held 457 shares of Vanguard Morningstar Value ETF worth $89.7K as of Q1 2026.
Silicon Valley Capital Partners bought 2 Vanguard Morningstar Value ETF shares in Q1 2026, an estimated $400.
Vanguard Morningstar Value ETF made up 0.01% of Silicon Valley Capital Partners's portfolio in Q1 2026, its #120 holding.
Silicon Valley Capital Partners first reported a position in Vanguard Morningstar Value ETF in Q4 2022 and has held it in 11 quarters since.
2,718 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.

Based on Silicon Valley Capital Partners's 13F filing for Q1 2026, filed 19 May 2026.