Decker Retirement Planning’s Vanguard Morningstar Value ETF VTV Stock Holding History

Decker Retirement 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 Q1	–	Sell	-2	Closed	-$332	–	315
2025 Q4	$332	Buy	+2	New	+$376	﹤0.01%	224
2025 Q3	–	Sell	-23	Closed	-$4.07K	–	334
2025 Q2	$4.07K	Sell	23 -231	-91%	-$39K	﹤0.01%	226
2025 Q1	$43.9K	Sell	254 -96	-27%	-$16.7K	0.03%	57
2024 Q4	$59.3K	Buy	+350	New	+$61.4K	0.03%	107

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Decker Retirement Planning's VTV Position: Q1 2026 in Review

Decker Retirement Planning sold out of Vanguard Morningstar Value ETF (VTV) in Q1 2026, closing a stake of 2 shares — an estimated $332 sold.

Decker Retirement Planning first reported a position in VTV in Q4 2024 and held it in 4 quarters. The position peaked at $59.3K in Q4 2024. 2,717 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

Decker Retirement Planning reported no remaining Vanguard Morningstar Value ETF position as of Q1 2026 after selling out during the quarter.
Decker Retirement Planning sold 2 Vanguard Morningstar Value ETF shares in Q1 2026, an estimated $332.
Decker Retirement Planning first reported a position in Vanguard Morningstar Value ETF in Q4 2024 and held it in 4 quarters.
Decker Retirement Planning's Vanguard Morningstar Value ETF position peaked at $59.3K in Q4 2024.
2,717 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.

Based on Decker Retirement Planning's 13F filing for Q1 2026, filed 21 Apr 2026.