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Stone House Investment Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Stone House Investment Management’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 		$588K Buy
2,696
+204
+8% +$42.6K 0.08% 47
2026
Q1 		$489K Buy
2,492
+25
+1% +$5.01K 0.09% 44
2025
Q4 		$471K Buy
2,467
+8
+0.3% +$1.5K 0.07% 47
2025
Q3 		$459K Buy
2,459
+232
+10% +$42K 0.08% 48
2025
Q2 		$394K Buy
2,227
+1,553
+230% +$262K 0.07% 49
2025
Q1 		$116K Buy
+674
New +$118K 0.02% 89

Other funds holding VTV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Stone House Investment Management's VTV Position: Q2 2026 in Review

Stone House Investment Management increased its Vanguard Morningstar Value ETF (VTV) stake by 8.2% in Q2 2026, buying an estimated $42.6K and bringing the position to 2,696 shares worth $588K. The position accounts for 0.08% of the portfolio, ranked #47.

Stone House Investment Management first reported a position in VTV in Q1 2025 and has held it in 6 quarters since. 1,878 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Stone House Investment Management held 2,696 shares of Vanguard Morningstar Value ETF worth $588K as of Q2 2026.
  • Stone House Investment Management bought 204 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $42.6K.
  • Vanguard Morningstar Value ETF made up 0.08% of Stone House Investment Management's portfolio in Q2 2026, its #47 holding.
  • Stone House Investment Management first reported a position in Vanguard Morningstar Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,878 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.