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SwitchPoint Financial Planning’s Vanguard Value ETF VTV Stock Holding History

SwitchPoint Financial Planning’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 		$3.47M Buy
17,683
+10
+0.1% +$2K 2.35% 8
2025
Q4 		$3.38M Hold
17,673
– – 2.36% 10
2025
Q3 		$3.3M Hold
17,673
– – 2.39% 12
2025
Q2 		$3.12M Buy
17,673
+2,155
+14% +$364K 2.56% 10
2025
Q1 		$2.68M Hold
15,518
– – 2.54% 10
2024
Q4 		$2.63M Buy
+15,518
New +$2.72M 2.52% 9

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

SwitchPoint Financial Planning's VTV Position: Q1 2026 in Review

SwitchPoint Financial Planning increased its Vanguard Value ETF (VTV) stake by 0.06% in Q1 2026, buying an estimated $2K and bringing the position to 17,683 shares worth $3.47M. The position accounts for 2.35% of the portfolio, ranked #8.

SwitchPoint Financial Planning first reported a position in VTV in Q4 2024 and has held it in 6 quarters since. 2,698 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • SwitchPoint Financial Planning held 17,683 shares of Vanguard Value ETF worth $3.47M as of Q1 2026.
  • SwitchPoint Financial Planning bought 10 Vanguard Value ETF shares in Q1 2026, an estimated $2K.
  • Vanguard Value ETF made up 2.35% of SwitchPoint Financial Planning's portfolio in Q1 2026, its #8 holding.
  • SwitchPoint Financial Planning first reported a position in Vanguard Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,698 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.