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Obsidian Personal Planning Solutions’s Vanguard Morningstar Value ETF VTV Stock Holding History

Obsidian Personal Planning Solutions’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
2025
Q3 		$15.6M Buy
83,774
+2,133
+3% +$386K 5.4% 4
2025
Q2 		$14.4M Buy
81,641
+1,243
+2% +$210K 5.84% 3
2025
Q1 		$13.4M Sell
80,398
-15,914
-17% -$2.78M 5.98% 3
2024
Q4 		$17M Buy
96,312
+4,314
+5% +$757K 8.21% 2
2024
Q3 		$15.8M Buy
91,998
+6,254
+7% +$1.05M 8.28% 2
2024
Q2 		$13.8M Buy
85,744
+3,877
+5% +$620K 8.39% 1
2024
Q1 		$12.8M Buy
81,867
+2,830
+4% +$436K 8.41% 1
2023
Q4 		$11.8M Buy
79,037
+2,806
+4% +$395K 8.99% 2
2023
Q3 		$10.5M Buy
76,231
+8,257
+12% +$1.18M 8.98% 3
2023
Q2 		$9.66M Buy
67,974
+3,849
+6% +$535K 11.89% 1
2023
Q1 		$8.86M Buy
64,125
+1,079
+2% +$151K 12.91% 1
2022
Q4 		$8.85M Sell
63,046
-68
-0.1% -$9.37K 14.2% 1
2022
Q3 		$7.79M Buy
63,114
+1,388
+2% +$188K 14.26% 1
2022
Q2 		$8.14M Buy
+61,726
New +$8.71M 13.88% 1

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Obsidian Personal Planning Solutions's VTV Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its Vanguard Morningstar Value ETF (VTV) stake by 2.6% in Q3 2025, buying an estimated $386K and bringing the position to 83,774 shares worth $15.6M. The position accounts for 5.4% of the portfolio, ranked #4.

Obsidian Personal Planning Solutions first reported a position in VTV in Q2 2022 and has held it in 14 quarters since. The position peaked at $17M in Q4 2024. 2,452 funds tracked by Wall St. Rank hold VTV as of Q3 2025.

  • Obsidian Personal Planning Solutions held 83,774 shares of Vanguard Morningstar Value ETF worth $15.6M as of Q3 2025.
  • Obsidian Personal Planning Solutions bought 2,133 Vanguard Morningstar Value ETF shares in Q3 2025, an estimated $386K.
  • Vanguard Morningstar Value ETF made up 5.4% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #4 holding.
  • Obsidian Personal Planning Solutions first reported a position in Vanguard Morningstar Value ETF in Q2 2022 and has held it in 14 quarters since.
  • Obsidian Personal Planning Solutions's Vanguard Morningstar Value ETF position peaked at $17M in Q4 2024.
  • 2,452 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.