Superior Planning, LLC’s Vanguard Morningstar Value ETF VTV Stock Holding History

Superior Planning, LLC’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	$842K	Buy	+3,895	New	+$866K	0.35%	61

Other funds holding VTV

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's VTV Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Vanguard Morningstar Value ETF (VTV) in Q3 2026: 3,895 shares worth $842K. The stake represents 0.35% of the portfolio and ranks #61 among its holdings.

2,276 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

Superior Planning, LLC held 3,895 shares of Vanguard Morningstar Value ETF worth $842K as of Q3 2026.
Vanguard Morningstar Value ETF was a new Superior Planning, LLC position in Q3 2026.
Vanguard Morningstar Value ETF made up 0.35% of Superior Planning, LLC's portfolio in Q3 2026, its #61 holding.
2,276 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.