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Westmount Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Westmount Partners’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 		$798K Hold
3,663
– – 0.17% 107
2026
Q1 		$719K Buy
3,663
+1
+0% +$200 0.18% 107
2025
Q4 		$699K Hold
3,662
– – 0.17% 106
2025
Q3 		$684K Sell
3,662
-125
-3% -$22.6K 0.18% 104
2025
Q2 		$669K Hold
3,787
– – 0.18% 102
2025
Q1 		$654K Buy
3,787
+1
+0% +$174 0.2% 104
2024
Q4 		$641K Hold
3,786
– – 0.19% 97
2024
Q3 		$661K Sell
3,786
-115
-3% -$19.3K 0.2% 98
2024
Q2 		$623K Sell
3,901
-29
-0.7% -$4.63K 0.21% 99
2024
Q1 		$640K Buy
3,930
+1,803
+85% +$278K 0.23% 95
2023
Q4 		$318K Sell
2,127
-681
-24% -$95.8K 0.13% 143
2023
Q3 		$387K Sell
2,808
-48
-2% -$6.88K 0.17% 129
2023
Q2 		$406K Buy
2,856
+34
+1% +$4.72K 0.18% 117
2023
Q1 		$390K Buy
2,822
+316
+13% +$44.3K 0.18% 119
2022
Q4 		$352K Buy
+2,506
New +$345K 0.18% 122

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

Westmount Partners's VTV Position: Q2 2026 in Review

Westmount Partners held its Vanguard Morningstar Value ETF (VTV) position steady in Q2 2026 at 3,663 shares worth $798K. The position accounts for 0.17% of the portfolio, ranked #107.

Westmount Partners first reported a position in VTV in Q4 2022 and has held it in 15 quarters since. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Westmount Partners held 3,663 shares of Vanguard Morningstar Value ETF worth $798K as of Q2 2026.
  • Westmount Partners left its Vanguard Morningstar Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Value ETF made up 0.17% of Westmount Partners's portfolio in Q2 2026, its #107 holding.
  • Westmount Partners first reported a position in Vanguard Morningstar Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.