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STAR Financial Bank’s Vanguard Value ETF VTV Stock Holding History

STAR Financial Bank’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 		$23.9M Buy
121,854
+17,290
+17% +$3.46M 11.28% 1
2025
Q4 		$20M Buy
104,564
+26,705
+34% +$5.02M 10.2% 2
2025
Q3 		$14.5M Sell
77,859
-1,283
-2% -$232K 8.59% 2
2025
Q2 		$14M Buy
79,142
+7,332
+10% +$1.24M 8.87% 2
2025
Q1 		$12.4M Buy
71,810
+4,606
+7% +$803K 9.08% 2
2024
Q4 		$11.4M Buy
67,204
+9,875
+17% +$1.73M 8.19% 2
2024
Q3 		$10M Buy
57,329
+12,761
+29% +$2.14M 6.74% 2
2024
Q2 		$7.15M Buy
44,568
+11,690
+36% +$1.87M 5.51% 3
2024
Q1 		$5.35M Buy
32,878
+566
+2% +$87.3K 4.58% 3
2023
Q4 		$4.83M Buy
32,312
+519
+2% +$73K 4.4% 3
2023
Q3 		$4.39M Sell
31,793
-342
-1% -$49K 4.5% 3
2023
Q2 		$4.57M Buy
32,135
+288
+0.9% +$40K 4.26% 4
2023
Q1 		$4.4M Sell
31,847
-246
-0.8% -$34.5K 4.28% 4
2022
Q4 		$4.5M Buy
+32,093
New +$4.42M 4.47% 4

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

STAR Financial Bank's VTV Position: Q1 2026 in Review

STAR Financial Bank increased its Vanguard Value ETF (VTV) stake by 17% in Q1 2026, buying an estimated $3.46M and bringing the position to 121,854 shares worth $23.9M. The position accounts for 11.28% of the portfolio, ranked #1.

STAR Financial Bank first reported a position in VTV in Q4 2022 and has held it in 14 quarters since. 2,700 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • STAR Financial Bank held 121,854 shares of Vanguard Value ETF worth $23.9M as of Q1 2026.
  • STAR Financial Bank bought 17,290 Vanguard Value ETF shares in Q1 2026, an estimated $3.46M.
  • Vanguard Value ETF made up 11.28% of STAR Financial Bank's portfolio in Q1 2026, its #1 holding.
  • STAR Financial Bank first reported a position in Vanguard Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,700 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.