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VTV

Vanguard Morningstar Value ETF
1W: -1.3% 1M: -1.0% 3M: +4.7% YTD: +16.2% 1Y: +22.5% 3Y: +66.1% 5Y: +74.5%
$223.97
+1.61 (+0.72%)
 
Weekly Expected Move ±1.1%
$219 $222 $224 $226 $229
ETF AMEX · AUM $258.9B
Key Statistics
AUM$258.9B
Holdings308
Top 10 Wt22.4%
Volume2,420,138
Avg Volume2,728,761
Beta0.69
Portfolio Fundamentals
P/E20.1
P/B3.5
Div Yield1.94%
ROE17.8%
% Profitable95%
Inception2004-01-30
Sector Allocation
Financial Services 23.7%
Healthcare 15.6%
Industrials 13.5%
Technology 13.2%
Consumer Defensive 8.7%
Energy 7.7%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 JPMorgan Chase & Co JPM 3.49% $9.0B 25,523,494
2 Micron Technology Inc MU 3.44% $8.8B 10,742,071
3 Berkshire Hathaway Inc BRK-B 2.98% $7.7B 14,972,601
4 ExxonMobil Holdings Corp XOM 2.39% $6.1B 39,482,831
5 Johnson & Johnson JNJ 2.29% $5.9B 22,929,008
6 Walmart Inc WMT 1.81% $4.6B 41,759,986
7 AbbVie Inc ABBV 1.64% $4.2B 16,828,945
8 Cisco Systems Inc CSCO 1.52% $3.9B 33,789,103
9 Bank of America Corp BAC 1.47% $3.8B 60,838,534
10 UnitedHealth Group Inc UNH 1.39% $3.6B 8,650,459

Recent Holding Changes

Date Holding Change Details
2026-08-17 MO Changed 15881684 → 15907914
2026-08-17 EMR Changed 5327429 → 5334694
2026-08-17 ADP Changed 3801724 → 3807433
2026-08-17 WM Changed 3817604 → 3824714
2026-08-17 BMY Changed 19418659 → 19452735

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms