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Cedar Point Capital Partners’s Vanguard 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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Cedar Point Capital Partners's VTV Position: Q1 2026 in Review

Cedar Point Capital Partners increased its Vanguard Value ETF (VTV) stake by 11% in Q1 2026, buying an estimated $35.8K and bringing the position to 1,862 shares worth $365K. The position accounts for 0.24% of the portfolio, ranked #54.

Cedar Point Capital Partners first reported a position in VTV in Q4 2023 and has held it in 10 quarters since. 2,698 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Cedar Point Capital Partners held 1,862 shares of Vanguard Value ETF worth $365K as of Q1 2026.
  • Cedar Point Capital Partners bought 179 Vanguard Value ETF shares in Q1 2026, an estimated $35.8K.
  • Vanguard Value ETF made up 0.24% of Cedar Point Capital Partners's portfolio in Q1 2026, its #54 holding.
  • Cedar Point Capital Partners first reported a position in Vanguard Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,698 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on Cedar Point Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.