Planning Project LLC’s Vanguard Morningstar Value ETF VTV Stock Holding History

Planning Project LLC’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 Q4	$286K	Buy	+1,495	New	+$281K	0.07%	28

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Planning Project LLC's VTV Position: Q4 2025 in Review

Planning Project LLC opened a new position in Vanguard Morningstar Value ETF (VTV) in Q4 2025: 1,495 shares worth $286K. The stake represents 0.07% of the portfolio and ranks #28 among its holdings.

2,668 funds tracked by Wall St. Rank hold VTV as of Q4 2025.

Planning Project LLC held 1,495 shares of Vanguard Morningstar Value ETF worth $286K as of Q4 2025.
Vanguard Morningstar Value ETF was a new Planning Project LLC position in Q4 2025.
Vanguard Morningstar Value ETF made up 0.07% of Planning Project LLC's portfolio in Q4 2025, its #28 holding.
2,668 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.