Kachkovsky & Fisher, Inc.’s Vanguard Morningstar Value ETF VTV Stock Holding History

Kachkovsky & Fisher, Inc.’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	$691K	Buy	+3,168	New	+$662K	0.66%	34

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

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

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

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

Kachkovsky & Fisher, Inc.'s VTV Position: Q2 2026 in Review

Kachkovsky & Fisher, Inc. opened a new position in Vanguard Morningstar Value ETF (VTV) in Q2 2026: 3,168 shares worth $691K. The stake represents 0.66% of the portfolio and ranks #34 among its holdings.

2,800 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Kachkovsky & Fisher, Inc. held 3,168 shares of Vanguard Morningstar Value ETF worth $691K as of Q2 2026.
Vanguard Morningstar Value ETF was a new Kachkovsky & Fisher, Inc. position in Q2 2026.
Vanguard Morningstar Value ETF made up 0.66% of Kachkovsky & Fisher, Inc.'s portfolio in Q2 2026, its #34 holding.
2,800 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Kachkovsky & Fisher, Inc.'s 13F filing for Q2 2026, filed 8 Sep 2026.