rebel Financial’s Vanguard Morningstar Value ETF VTV Stock Holding History

rebel Financial’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	$2.06M	Sell	10,510 -197	-2%	-$39.4K	0.89%	39
2025 Q4	$2.04M	Buy	+10,707	New	+$2.01M	0.87%	39
2025 Q3	–	Sell	-10,911	Closed	-$1.98M	–	39
2025 Q2	$1.94M	Buy	+10,911	New	+$1.84M	0.88%	39

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

rebel Financial's VTV Position: Q1 2026 in Review

rebel Financial reduced its Vanguard Morningstar Value ETF (VTV) stake by 1.8% in Q1 2026, selling an estimated $39.4K and leaving 10,510 shares worth $2.06M. The position accounts for 0.89% of the portfolio, ranked #39.

rebel Financial first reported a position in VTV in Q2 2025 and has held it in 3 quarters since. 2,700 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

rebel Financial held 10,510 shares of Vanguard Morningstar Value ETF worth $2.06M as of Q1 2026.
rebel Financial sold 197 Vanguard Morningstar Value ETF shares in Q1 2026, an estimated $39.4K.
Vanguard Morningstar Value ETF made up 0.89% of rebel Financial's portfolio in Q1 2026, its #39 holding.
rebel Financial first reported a position in Vanguard Morningstar Value ETF in Q2 2025 and has held it in 3 quarters since.
2,700 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.

Based on rebel Financial's 13F filing for Q1 2026, filed 24 Apr 2026.