LPP
VTV icon

Life Planning Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Life Planning Partners’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 		$809K Sell
3,713
-13
-0.3% -$2.71K 0.6% 40
2026
Q1 		$731K Buy
3,726
+1
+0% +$200 0.56% 39
2025
Q4 		$711K Buy
3,725
+1
+0% +$188 0.55% 39
2025
Q3 		$695K Hold
3,724
– – 0.51% 39
2025
Q2 		$658K Buy
3,724
+331
+10% +$55.9K 0.52% 39
2025
Q1 		$586K Sell
3,393
-49
-1% -$8.54K 0.53% 37
2024
Q4 		$583K Hold
3,442
– – 0.54% 37
2024
Q3 		$601K Sell
3,442
-121
-3% -$20.3K 0.54% 37
2024
Q2 		$572K Sell
3,563
-113
-3% -$18.1K 0.52% 39
2024
Q1 		$599K Sell
3,676
-507
-12% -$78.2K 0.6% 35
2023
Q4 		$625K Buy
+4,183
New +$589K 0.62% 34
2022
Q3 		$453K Buy
3,667
+550
+18% +$74.3K 0.52% 36
2022
Q2 		$411K Buy
3,117
+366
+13% +$51.6K 0.46% 37
2022
Q1 		$406K Buy
2,751
+1,458
+113% +$213K 0.41% 38
2021
Q4 		$190K Buy
+1,293
New +$185K 0.19% 46

Other funds holding VTV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Life Planning Partners's VTV Position: Q2 2026 in Review

Life Planning Partners reduced its Vanguard Morningstar Value ETF (VTV) stake by 0.35% in Q2 2026, selling an estimated $2.71K and leaving 3,713 shares worth $809K. The position accounts for 0.6% of the portfolio, ranked #40.

Life Planning Partners first reported a position in VTV in Q4 2021 and has held it in 15 quarters since. 1,773 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Life Planning Partners held 3,713 shares of Vanguard Morningstar Value ETF worth $809K as of Q2 2026.
  • Life Planning Partners sold 13 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $2.71K.
  • Vanguard Morningstar Value ETF made up 0.6% of Life Planning Partners's portfolio in Q2 2026, its #40 holding.
  • Life Planning Partners first reported a position in Vanguard Morningstar Value ETF in Q4 2021 and has held it in 15 quarters since.
  • 1,773 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.