Revolve Wealth Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Revolve Wealth Partners’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	$537K	Sell	2,464 -224	-8%	-$46.8K	0.06%	182
2026 Q1	$527K	Sell	2,688 -127	-5%	-$25.4K	0.07%	126
2025 Q4	$538K	Buy	2,815 +826	+42%	+$155K	0.06%	131
2025 Q3	$371K	Sell	1,989 -11	-0.6%	-$1.99K	0.04%	157
2025 Q2	$353K	Sell	2,000 -5	-0.2%	-$845	0.05%	154
2025 Q1	$346K	Buy	2,005 +603	+43%	+$105K	0.05%	153
2024 Q4	$237K	Hold	1,402	–	–	0.03%	194
2024 Q3	$245K	Buy	+1,402	New	+$235K	0.04%	174
2024 Q2	–	Sell	-1,482	Closed	-$241K	–	192
2024 Q1	$241K	Sell	1,482 -237	-14%	-$36.5K	0.04%	159
2023 Q4	$257K	Buy	+1,719	New	+$242K	0.05%	135

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Revolve Wealth Partners's VTV Position: Q2 2026 in Review

Revolve Wealth Partners reduced its Vanguard Morningstar Value ETF (VTV) stake by 8.3% in Q2 2026, selling an estimated $46.8K and leaving 2,464 shares worth $537K. The position accounts for 0.06% of the portfolio, ranked #182.

Revolve Wealth Partners first reported a position in VTV in Q4 2023 and has held it in 10 quarters since. The position peaked at $538K in Q4 2025. 2,792 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Revolve Wealth Partners held 2,464 shares of Vanguard Morningstar Value ETF worth $537K as of Q2 2026.
Revolve Wealth Partners sold 224 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $46.8K.
Vanguard Morningstar Value ETF made up 0.06% of Revolve Wealth Partners's portfolio in Q2 2026, its #182 holding.
Revolve Wealth Partners first reported a position in Vanguard Morningstar Value ETF in Q4 2023 and has held it in 10 quarters since.
Revolve Wealth Partners's Vanguard Morningstar Value ETF position peaked at $538K in Q4 2025.
2,792 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.