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Viewpoint Capital Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Viewpoint Capital 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 		$21.8K Hold
100
– – 0.01% 118
2026
Q1 		$19.6K Hold
100
– – 0.01% 122
2025
Q4 		$19.1K Hold
100
– – 0.01% 121
2025
Q3 		$18.6K Hold
100
– – 0.01% 124
2025
Q2 		$17.7K Sell
100
-66
-40% -$11.1K 0.01% 122
2025
Q1 		$28.7K Hold
166
– – 0.02% 125
2024
Q4 		$28.1K Sell
166
-228
-58% -$40K 0.01% 121
2024
Q3 		$68.5K Buy
+394
New +$66K 0.04% 116

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

Viewpoint Capital Management's VTV Position: Q2 2026 in Review

Viewpoint Capital Management held its Vanguard Morningstar Value ETF (VTV) position steady in Q2 2026 at 100 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #118.

Viewpoint Capital Management first reported a position in VTV in Q3 2024 and has held it in 8 quarters since. The position peaked at $68.5K in Q3 2024. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Viewpoint Capital Management held 100 shares of Vanguard Morningstar Value ETF worth $21.8K as of Q2 2026.
  • Viewpoint Capital Management left its Vanguard Morningstar Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Value ETF made up 0.01% of Viewpoint Capital Management's portfolio in Q2 2026, its #118 holding.
  • Viewpoint Capital Management first reported a position in Vanguard Morningstar Value ETF in Q3 2024 and has held it in 8 quarters since.
  • Viewpoint Capital Management's Vanguard Morningstar Value ETF position peaked at $68.5K in Q3 2024.
  • 2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.