LifePlan Investment Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

LifePlan Investment Advisors’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	$6.83M	Buy	34,795 +1,455	+4%	+$291K	2.68%	7
2025 Q4	$6.37M	Buy	33,340 +3,301	+11%	+$621K	2.59%	6
2025 Q3	$5.6M	Buy	30,039 +3,739	+14%	+$677K	2.35%	9
2025 Q2	$4.65M	Buy	26,300 +4,535	+21%	+$766K	2.31%	12
2025 Q1	$3.76M	Buy	21,765 +2,023	+10%	+$353K	2.16%	16
2024 Q4	$3.34M	Buy	19,742 +1,308	+7%	+$230K	2.07%	18
2024 Q3	$3.22M	Buy	18,434 +3,268	+22%	+$547K	2.06%	18
2024 Q2	$2.43M	Buy	15,166 +3,437	+29%	+$549K	1.75%	24
2024 Q1	$1.91M	Buy	11,729 +6,357	+118%	+$980K	1.52%	24
2023 Q4	$803K	Buy	5,372 +3,073	+134%	+$432K	0.73%	33
2023 Q3	$317K	Buy	2,299 +676	+42%	+$96.9K	0.34%	49
2023 Q2	$231K	Buy	+1,623	New	+$225K	0.26%	51

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

LifePlan Investment Advisors's VTV Position: Q1 2026 in Review

LifePlan Investment Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 4.4% in Q1 2026, buying an estimated $291K and bringing the position to 34,795 shares worth $6.83M. The position accounts for 2.68% of the portfolio, ranked #7.

LifePlan Investment Advisors first reported a position in VTV in Q2 2023 and has held it in 12 quarters since. 2,700 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

LifePlan Investment Advisors held 34,795 shares of Vanguard Morningstar Value ETF worth $6.83M as of Q1 2026.
LifePlan Investment Advisors bought 1,455 Vanguard Morningstar Value ETF shares in Q1 2026, an estimated $291K.
Vanguard Morningstar Value ETF made up 2.68% of LifePlan Investment Advisors's portfolio in Q1 2026, its #7 holding.
LifePlan Investment Advisors first reported a position in Vanguard Morningstar Value ETF in Q2 2023 and has held it in 12 quarters since.
2,700 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.