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Rede Wealth’s Vanguard Morningstar Value ETF VTV Stock Holding History

Rede Wealth’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
Q2 		$1.38M Buy
6,349
+580
+10% +$121K 0.46% 22
2026
Q1 		$1.13M Buy
5,769
+282
+5% +$56.5K 0.41% 27
2025
Q4 		$1.05M Buy
+5,487
New +$1.03M 0.36% 30
2025
Q3 		– Sell
-4,749
Closed -$839K – 183
2025
Q2 		$839K Buy
4,749
+767
+19% +$130K 0.3% 35
2025
Q1 		$688K Buy
3,982
+99
+3% +$17.3K 0.24% 40
2024
Q4 		$657K Sell
3,883
-2,693
-41% -$473K 0.25% 45
2024
Q3 		$1.15M Buy
6,576
+266
+4% +$44.5K 0.44% 24
2024
Q2 		$1.01M Buy
6,310
+172
+3% +$27.5K 0.93% 25
2024
Q1 		$1,000K Sell
6,138
-4,392
-42% -$677K 0.42% 28
2023
Q4 		$1.57M Sell
10,530
-13,195
-56% -$1.86M 0.75% 15
2023
Q3 		$3.27M Sell
23,725
-831
-3% -$119K 1.64% 8
2023
Q2 		$3.49M Sell
24,556
-376
-2% -$52.2K 1.66% 8
2023
Q1 		$3.44M Buy
24,932
+4,113
+20% +$577K 1.8% 7
2022
Q4 		$2.92M Buy
20,819
+13,907
+201% +$1.92M 1.56% 7
2022
Q3 		$853K Buy
6,912
+1,973
+40% +$267K 0.51% 23
2022
Q2 		$651K Buy
+4,939
New +$697K 0.38% 33

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rede Wealth's VTV Position: Q2 2026 in Review

Rede Wealth increased its Vanguard Morningstar Value ETF (VTV) stake by 10% in Q2 2026, buying an estimated $121K and bringing the position to 6,349 shares worth $1.38M. The position accounts for 0.46% of the portfolio, ranked #22.

Rede Wealth first reported a position in VTV in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.49M in Q2 2023. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Rede Wealth held 6,349 shares of Vanguard Morningstar Value ETF worth $1.38M as of Q2 2026.
  • Rede Wealth bought 580 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $121K.
  • Vanguard Morningstar Value ETF made up 0.46% of Rede Wealth's portfolio in Q2 2026, its #22 holding.
  • Rede Wealth first reported a position in Vanguard Morningstar Value ETF in Q2 2022 and has held it in 16 quarters since.
  • Rede Wealth's Vanguard Morningstar Value ETF position peaked at $3.49M in Q2 2023.
  • 2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Rede Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.