Cedar Point Capital Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Cedar Point Capital 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	$405K	Sell	1,858 -4	-0.2%	-$835	0.23%	52
2026 Q1	$365K	Buy	1,862 +179	+11%	+$35.8K	0.24%	54
2025 Q4	$321K	Sell	1,683 -122	-7%	-$22.9K	0.21%	56
2025 Q3	$337K	Buy	1,805 +19	+1%	+$3.44K	0.22%	50
2025 Q2	$316K	Buy	1,786 +7	+0.4%	+$1.18K	0.22%	52
2025 Q1	$307K	Buy	1,779 +40	+2%	+$6.97K	0.21%	50
2024 Q4	$294K	Buy	1,739 +39	+2%	+$6.84K	0.2%	51
2024 Q3	$297K	Sell	1,700 -72	-4%	-$12.1K	0.2%	47
2024 Q2	$284K	Buy	1,772 +55	+3%	+$8.79K	0.21%	45
2024 Q1	$280K	Buy	1,717 +109	+7%	+$16.8K	0.21%	45
2023 Q4	$240K	Buy	+1,608	New	+$226K	0.2%	42

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

Cedar Point Capital Partners's VTV Position: Q2 2026 in Review

Cedar Point Capital Partners reduced its Vanguard Morningstar Value ETF (VTV) stake by 0.21% in Q2 2026, selling an estimated $835 and leaving 1,858 shares worth $405K. The position accounts for 0.23% of the portfolio, ranked #52.

Cedar Point Capital Partners first reported a position in VTV in Q4 2023 and has held it in 11 quarters since. 2,802 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Cedar Point Capital Partners held 1,858 shares of Vanguard Morningstar Value ETF worth $405K as of Q2 2026.
Cedar Point Capital Partners sold 4 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $835.
Vanguard Morningstar Value ETF made up 0.23% of Cedar Point Capital Partners's portfolio in Q2 2026, its #52 holding.
Cedar Point Capital Partners first reported a position in Vanguard Morningstar Value ETF in Q4 2023 and has held it in 11 quarters since.
2,802 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Cedar Point Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.