Third View Private Wealth
VTV icon

Third View Private Wealth’s Vanguard Morningstar Value ETF VTV Stock Holding History

Third View Private Wealth’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
Q3 		$438K Buy
2,028
+389
+24% +$86.5K 0.05% 192
2026
Q2 		$357K Buy
+1,639
New +$342K 0.04% 226

Other funds holding VTV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Balentine LLC
Balentine LLC Atlanta, Georgia $2.7B AUM 14.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Third View Private Wealth's VTV Position: Q3 2026 in Review

Third View Private Wealth increased its Vanguard Morningstar Value ETF (VTV) stake by 24% in Q3 2026, buying an estimated $86.5K and bringing the position to 2,028 shares worth $438K. The position accounts for 0.05% of the portfolio, ranked #192.

Third View Private Wealth first reported a position in VTV in Q2 2026 and has held it in 2 quarters since. 1,874 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

  • Third View Private Wealth held 2,028 shares of Vanguard Morningstar Value ETF worth $438K as of Q3 2026.
  • Third View Private Wealth bought 389 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $86.5K.
  • Vanguard Morningstar Value ETF made up 0.05% of Third View Private Wealth's portfolio in Q3 2026, its #192 holding.
  • Third View Private Wealth first reported a position in Vanguard Morningstar Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,874 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.