Rothwell Investment Advisors, LLC’s Vanguard Morningstar Value ETF VTV Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$22.8K	Buy	+106	New	+$23.6K	0.01%	592

Other funds holding VTV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.7B AUM 14.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Rothwell Investment Advisors, LLC's VTV Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Vanguard Morningstar Value ETF (VTV) in Q3 2026: 106 shares worth $22.8K. The stake represents 0.01% of the portfolio and ranks #592 among its holdings.

1,874 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

Rothwell Investment Advisors, LLC held 106 shares of Vanguard Morningstar Value ETF worth $22.8K as of Q3 2026.
Vanguard Morningstar Value ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Vanguard Morningstar Value ETF made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #592 holding.
1,874 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.