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Rhodes Investment Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Rhodes 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
Q3 		$738K Buy
3,415
+1,700
+99% +$378K 0.52% 57
2026
Q2 		$374K Sell
1,715
-125
-7% -$26.1K 0.27% 82
2026
Q1 		$361K Buy
1,840
+470
+34% +$94.1K 0.31% 77
2025
Q4 		$262K Buy
+1,370
New +$258K 0.21% 96

Other funds holding VTV

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
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

Rhodes Investment Advisors's VTV Position: Q3 2026 in Review

Rhodes Investment Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 99% in Q3 2026, buying an estimated $378K and bringing the position to 3,415 shares worth $738K. The position accounts for 0.52% of the portfolio, ranked #57.

Rhodes Investment Advisors first reported a position in VTV in Q4 2025 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

  • Rhodes Investment Advisors held 3,415 shares of Vanguard Morningstar Value ETF worth $738K as of Q3 2026.
  • Rhodes Investment Advisors bought 1,700 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $378K.
  • Vanguard Morningstar Value ETF made up 0.52% of Rhodes Investment Advisors's portfolio in Q3 2026, its #57 holding.
  • Rhodes Investment Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 104 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.