UCB
VTV icon

United Community Bank’s Vanguard Morningstar Value ETF VTV Stock Holding History

United Community 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
Q2 		$171K Buy
785
+375
+91% +$78.3K 0.05% 216
2026
Q1 		$80.4K Buy
410
+135
+49% +$27K 0.03% 301
2025
Q4 		$52.5K Buy
275
+75
+38% +$14.1K 0.02% 287
2025
Q3 		$37.3K Buy
200
+125
+167% +$22.6K 0.01% 357
2025
Q2 		$13.3K Buy
+75
New +$12.7K ﹤0.01% 402
2022
Q4 		– Sell
-3,725
Closed -$460K – 273
2022
Q3 		$460K Hold
3,725
– – 0.48% 44
2022
Q2 		$491K Buy
+3,725
New +$525K 0.53% 41

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

United Community Bank's VTV Position: Q2 2026 in Review

United Community Bank increased its Vanguard Morningstar Value ETF (VTV) stake by 91% in Q2 2026, buying an estimated $78.3K and bringing the position to 785 shares worth $171K. The position accounts for 0.05% of the portfolio, ranked #216.

United Community Bank first reported a position in VTV in Q2 2022 and has held it in 7 quarters since. The position peaked at $491K in Q2 2022. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • United Community Bank held 785 shares of Vanguard Morningstar Value ETF worth $171K as of Q2 2026.
  • United Community Bank bought 375 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $78.3K.
  • Vanguard Morningstar Value ETF made up 0.05% of United Community Bank's portfolio in Q2 2026, its #216 holding.
  • United Community Bank first reported a position in Vanguard Morningstar Value ETF in Q2 2022 and has held it in 7 quarters since.
  • United Community Bank's Vanguard Morningstar Value ETF position peaked at $491K in Q2 2022.
  • 2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on United Community Bank's 13F filing for Q2 2026, filed 13 Aug 2026.