Cypress Financial Planning’s Vanguard Morningstar 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

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

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

Cypress Financial Planning increased its Vanguard Morningstar 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. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Cypress Financial Planning held 4,004 shares of Vanguard Morningstar Value ETF worth $873K as of Q2 2026.
Cypress Financial Planning bought 52 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $10.9K.
Vanguard Morningstar 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 Morningstar Value ETF in Q1 2024 and has held it in 10 quarters since.
2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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