Leading Edge Financial Planning’s Vanguard 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 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 $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Leading Edge Financial Planning's VTV Position: Q1 2026 in Review

Leading Edge Financial Planning reduced its Vanguard Value ETF (VTV) stake by 45% in Q1 2026, selling an estimated $257K and leaving 1,598 shares worth $314K. The position accounts for 0.07% of the portfolio, ranked #50.

Leading Edge Financial Planning first reported a position in VTV in Q3 2023 and has held it in 11 quarters since. The position peaked at $551K in Q4 2025. 2,697 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

Leading Edge Financial Planning held 1,598 shares of Vanguard Value ETF worth $314K as of Q1 2026.
Leading Edge Financial Planning sold 1,285 Vanguard Value ETF shares in Q1 2026, an estimated $257K.
Vanguard Value ETF made up 0.07% of Leading Edge Financial Planning's portfolio in Q1 2026, its #50 holding.
Leading Edge Financial Planning first reported a position in Vanguard Value ETF in Q3 2023 and has held it in 11 quarters since.
Leading Edge Financial Planning's Vanguard Value ETF position peaked at $551K in Q4 2025.
2,697 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.