IP
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Ignite Planners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Ignite Planners’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 		$317K Buy
1,457
+177
+14% +$37K 0.04% 337
2026
Q1 		$251K Sell
1,280
-21
-2% -$4.21K 0.04% 351
2025
Q4 		$260K Sell
1,301
-385
-23% -$72.4K 0.04% 345
2025
Q3 		$314K Sell
1,686
-7
-0.4% -$1.27K 0.05% 284
2025
Q2 		$301K Hold
1,693
– – 0.05% 281
2025
Q1 		$281K Buy
1,693
+174
+11% +$30.3K 0.06% 278
2024
Q4 		$259K Buy
1,519
+9
+0.6% +$1.58K 0.06% 257
2024
Q3 		$264K Buy
1,510
+2
+0.1% +$335 0.06% 255
2024
Q2 		$242K Sell
1,508
-21
-1% -$3.36K 0.06% 245
2024
Q1 		$248K Sell
1,529
-14
-0.9% -$2.16K 0.07% 242
2023
Q4 		$232K Sell
1,543
-18
-1% -$2.53K 0.07% 248
2023
Q3 		$211K Sell
1,561
-1,154
-43% -$165K 0.06% 293
2023
Q2 		$381K Buy
2,715
+18
+0.7% +$2.5K 0.15% 155
2023
Q1 		$376K Buy
2,697
+16
+0.6% +$2.25K 0.15% 155
2022
Q4 		$385K Buy
2,681
+39
+1% +$5.37K 0.16% 162
2022
Q3 		$335K Buy
2,642
+18
+0.7% +$2.43K 0.27% 115
2022
Q2 		$349K Buy
2,624
+17
+0.7% +$2.4K 0.29% 107
2022
Q1 		$379K Buy
2,607
+14
+0.5% +$2.04K 0.25% 114
2021
Q4 		$383K Buy
+2,593
New +$370K 0.25% 114

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ignite Planners's VTV Position: Q2 2026 in Review

Ignite Planners increased its Vanguard Morningstar Value ETF (VTV) stake by 14% in Q2 2026, buying an estimated $37K and bringing the position to 1,457 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #337.

Ignite Planners first reported a position in VTV in Q4 2021 and has held it in 19 quarters since. The position peaked at $385K in Q4 2022. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Ignite Planners held 1,457 shares of Vanguard Morningstar Value ETF worth $317K as of Q2 2026.
  • Ignite Planners bought 177 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $37K.
  • Vanguard Morningstar Value ETF made up 0.04% of Ignite Planners's portfolio in Q2 2026, its #337 holding.
  • Ignite Planners first reported a position in Vanguard Morningstar Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Ignite Planners's Vanguard Morningstar Value ETF position peaked at $385K in Q4 2022.
  • 2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.