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Vise Technologies’s Vanguard Morningstar Value ETF VTV Stock Holding History

Vise Technologies’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 		$44.4M Buy
203,963
+152,849
+299% +$31.9M 0.5% 42
2026
Q1 		$9.76M Hold
51,114
– – 0.19% 92
2025
Q4 		$9.76M Buy
51,114
+23,709
+87% +$4.46M 0.19% 92
2025
Q3 		$5.11M Buy
27,405
+4,831
+21% +$875K 0.19% 109
2025
Q2 		$3.99M Buy
+22,574
New +$3.81M 0.16% 137
2024
Q4 		$3.55M Buy
20,966
+230
+1% +$40.4K 0.3% 66
2024
Q3 		$3.62M Buy
20,736
+15,412
+289% +$2.58M 0.46% 45
2024
Q2 		$854K Sell
5,324
-314
-6% -$50.2K 0.15% 138
2024
Q1 		$918K Sell
5,638
-4,537
-45% -$699K 0.18% 122
2023
Q4 		$1.52M Buy
10,175
+7,960
+359% +$1.12M 0.33% 78
2023
Q3 		$305K Buy
+2,215
New +$317K 0.08% 238
2023
Q1 		– Sell
-1,551
Closed -$218K – 370
2022
Q4 		$218K Buy
+1,551
New +$214K 0.07% 298
2022
Q2 		– Sell
-1,435
Closed -$212K – 323
2022
Q1 		$212K Sell
1,435
-205
-13% -$29.9K 0.08% 225
2021
Q4 		$241K Buy
+1,640
New +$234K 0.07% 121

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

Vise Technologies's VTV Position: Q2 2026 in Review

Vise Technologies increased its Vanguard Morningstar Value ETF (VTV) stake by 299% in Q2 2026, buying an estimated $31.9M and bringing the position to 203,963 shares worth $44.4M. The position accounts for 0.5% of the portfolio, ranked #42.

Vise Technologies first reported a position in VTV in Q4 2021 and has held it in 14 quarters since. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Vise Technologies held 203,963 shares of Vanguard Morningstar Value ETF worth $44.4M as of Q2 2026.
  • Vise Technologies bought 152,849 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $31.9M.
  • Vanguard Morningstar Value ETF made up 0.5% of Vise Technologies's portfolio in Q2 2026, its #42 holding.
  • Vise Technologies first reported a position in Vanguard Morningstar Value ETF in Q4 2021 and has held it in 14 quarters since.
  • 2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.