Accelerate Investment Advisors’s Vanguard Value ETF VTV Stock Holding History

Accelerate Investment Advisors’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 Q1	$714K	Sell	3,638 -1,740	-32%	-$348K	0.48%	37
2025 Q4	$1.03M	Sell	5,378 -393	-7%	-$73.9K	0.69%	29
2025 Q3	$1.08M	Buy	5,771 +795	+16%	+$144K	0.73%	27
2025 Q2	$879K	Buy	4,976 +265	+6%	+$44.8K	0.65%	31
2025 Q1	$814K	Buy	4,711 +1,042	+28%	+$182K	0.68%	29
2024 Q4	$621K	Buy	3,669 +28	+0.8%	+$4.91K	0.55%	32
2024 Q3	$636K	Buy	+3,641	New	+$610K	0.62%	30

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Accelerate Investment Advisors's VTV Position: Q1 2026 in Review

Accelerate Investment Advisors reduced its Vanguard Value ETF (VTV) stake by 32% in Q1 2026, selling an estimated $348K and leaving 3,638 shares worth $714K. The position accounts for 0.48% of the portfolio, ranked #37.

Accelerate Investment Advisors first reported a position in VTV in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q3 2025. 2,697 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

Accelerate Investment Advisors held 3,638 shares of Vanguard Value ETF worth $714K as of Q1 2026.
Accelerate Investment Advisors sold 1,740 Vanguard Value ETF shares in Q1 2026, an estimated $348K.
Vanguard Value ETF made up 0.48% of Accelerate Investment Advisors's portfolio in Q1 2026, its #37 holding.
Accelerate Investment Advisors first reported a position in Vanguard Value ETF in Q3 2024 and has held it in 7 quarters since.
Accelerate Investment Advisors's Vanguard Value ETF position peaked at $1.08M in Q3 2025.
2,697 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on Accelerate Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.