Platt Wealth Management
VTV icon

Platt Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Platt Wealth Management’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
Q3 		$518K Hold
2,400
– – 0.4% 36
2026
Q2 		$523K Hold
2,400
– – 0.42% 35
2026
Q1 		$470K Hold
2,400
– – 0.46% 30
2025
Q4 		$458K Buy
+2,400
New +$451K 0.45% 32

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CAPTRUST Financial Advisors
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TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Platt Wealth Management's VTV Position: Q3 2026 in Review

Platt Wealth Management held its Vanguard Morningstar Value ETF (VTV) position steady in Q3 2026 at 2,400 shares worth $518K. The position accounts for 0.4% of the portfolio, ranked #36.

Platt Wealth Management first reported a position in VTV in Q4 2025 and has held it in 4 quarters since. The position peaked at $523K in Q2 2026. 2,265 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

  • Platt Wealth Management held 2,400 shares of Vanguard Morningstar Value ETF worth $518K as of Q3 2026.
  • Platt Wealth Management left its Vanguard Morningstar Value ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Value ETF made up 0.4% of Platt Wealth Management's portfolio in Q3 2026, its #36 holding.
  • Platt Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Platt Wealth Management's Vanguard Morningstar Value ETF position peaked at $523K in Q2 2026.
  • 2,265 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Platt Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.