CFP
VTV icon

Cypress Financial Planning’s Vanguard Value ETF VTV Stock Holding History

Cypress Financial Planning’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 		$873K Buy
4,004
+52
+1% +$10.9K 0.21% 43
2026
Q1 		$775K Buy
3,952
+275
+7% +$55.1K 0.21% 42
2025
Q4 		$704K Buy
3,677
+2,483
+208% +$467K 0.19% 48
2025
Q3 		$223K Sell
1,194
-21
-2% -$3.8K 0.07% 84
2025
Q2 		$215K Hold
1,215
– – 0.07% 80
2025
Q1 		$210K Sell
1,215
-1
-0.1% -$174 0.07% 80
2024
Q4 		$206K Sell
1,216
-85
-7% -$14.9K 0.08% 76
2024
Q3 		$227K Buy
1,301
+1
+0.1% +$167 0.08% 69
2024
Q2 		$209K Hold
1,300
– – 0.09% 71
2024
Q1 		$212K Buy
+1,300
New +$200K 0.1% 65

Other funds holding VTV

BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Cypress Financial Planning's VTV Position: Q2 2026 in Review

Cypress Financial Planning increased its Vanguard Value ETF (VTV) stake by 1.3% in Q2 2026, buying an estimated $10.9K and bringing the position to 4,004 shares worth $873K. The position accounts for 0.21% of the portfolio, ranked #43.

Cypress Financial Planning first reported a position in VTV in Q1 2024 and has held it in 10 quarters since. 560 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Cypress Financial Planning held 4,004 shares of Vanguard Value ETF worth $873K as of Q2 2026.
  • Cypress Financial Planning bought 52 Vanguard Value ETF shares in Q2 2026, an estimated $10.9K.
  • Vanguard Value ETF made up 0.21% of Cypress Financial Planning's portfolio in Q2 2026, its #43 holding.
  • Cypress Financial Planning first reported a position in Vanguard Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 560 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.