Leading Edge Financial Planning’s Vanguard Morningstar Value ETF VTV Stock Holding History

Leading Edge 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	$294K	Sell	1,349 -249	-16%	-$52K	0.05%	57
2026 Q1	$314K	Sell	1,598 -1,285	-45%	-$257K	0.07%	50
2025 Q4	$551K	Sell	2,883 -7	-0.2%	-$1.32K	0.13%	34
2025 Q3	$539K	Sell	2,890 -7	-0.2%	-$1.27K	0.14%	34
2025 Q2	$512K	Sell	2,897 -236	-8%	-$39.9K	0.14%	35
2025 Q1	$541K	Buy	3,133 +93	+3%	+$16.2K	0.17%	32
2024 Q4	$515K	Sell	3,040 -14	-0.5%	-$2.46K	0.17%	35
2024 Q3	$533K	Sell	3,054 -72	-2%	-$12.1K	0.18%	34
2024 Q2	$501K	Sell	3,126 -22	-0.7%	-$3.52K	0.2%	32
2024 Q1	$513K	Sell	3,148 -43	-1%	-$6.63K	0.23%	29
2023 Q4	$477K	Buy	3,191 +460	+17%	+$64.7K	0.25%	31
2023 Q3	$377K	Buy	+2,731	New	+$391K	0.24%	42

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

Leading Edge Financial Planning's VTV Position: Q2 2026 in Review

Leading Edge Financial Planning reduced its Vanguard Morningstar Value ETF (VTV) stake by 16% in Q2 2026, selling an estimated $52K and leaving 1,349 shares worth $294K. The position accounts for 0.05% of the portfolio, ranked #57.

Leading Edge Financial Planning first reported a position in VTV in Q3 2023 and has held it in 12 quarters since. The position peaked at $551K in Q4 2025. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Leading Edge Financial Planning held 1,349 shares of Vanguard Morningstar Value ETF worth $294K as of Q2 2026.
Leading Edge Financial Planning sold 249 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $52K.
Vanguard Morningstar Value ETF made up 0.05% of Leading Edge Financial Planning's portfolio in Q2 2026, its #57 holding.
Leading Edge Financial Planning first reported a position in Vanguard Morningstar Value ETF in Q3 2023 and has held it in 12 quarters since.
Leading Edge Financial Planning's Vanguard Morningstar Value ETF position peaked at $551K in Q4 2025.
2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.