NWMP
VTV icon

Noble Wealth Management PBC’s Vanguard Morningstar Value ETF VTV Stock Holding History

Noble Wealth Management PBC’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 		$62.4K Sell
289
-40
-12% -$8.89K 0.03% 249
2026
Q2 		$71.7K Sell
329
-170
-34% -$35.5K 0.03% 250
2026
Q1 		$97.9K Sell
499
-26
-5% -$5.21K 0.05% 197
2025
Q4 		$100K Hold
525
– – 0.05% 191
2025
Q3 		$97.9K Buy
+525
New +$95.1K 0.05% 180
2025
Q1 		$143K Hold
825
– – 0.1% 142
2024
Q4 		$140K Buy
+825
New +$145K 0.1% 139

Other funds holding VTV

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return

Noble Wealth Management PBC's VTV Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its Vanguard Morningstar Value ETF (VTV) stake by 12% in Q3 2026, selling an estimated $8.89K and leaving 289 shares worth $62.4K. The position accounts for 0.03% of the portfolio, ranked #249.

Noble Wealth Management PBC first reported a position in VTV in Q4 2024 and has held it in 7 quarters since. The position peaked at $143K in Q1 2025. 160 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

  • Noble Wealth Management PBC held 289 shares of Vanguard Morningstar Value ETF worth $62.4K as of Q3 2026.
  • Noble Wealth Management PBC sold 40 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $8.89K.
  • Vanguard Morningstar Value ETF made up 0.03% of Noble Wealth Management PBC's portfolio in Q3 2026, its #249 holding.
  • Noble Wealth Management PBC first reported a position in Vanguard Morningstar Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's Vanguard Morningstar Value ETF position peaked at $143K in Q1 2025.
  • 160 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.