SwitchPoint Financial Planning’s Vanguard Morningstar 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 Q2	$3.85M	Sell	17,673 -10	-0.1%	-$2.09K	2.22%	10
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 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

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

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

SwitchPoint Financial Planning's VTV Position: Q2 2026 in Review

SwitchPoint Financial Planning reduced its Vanguard Morningstar Value ETF (VTV) stake by 0.06% in Q2 2026, selling an estimated $2.09K and leaving 17,673 shares worth $3.85M. The position accounts for 2.22% of the portfolio, ranked #10.

SwitchPoint Financial Planning first reported a position in VTV in Q4 2024 and has held it in 7 quarters since. 2,798 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

SwitchPoint Financial Planning held 17,673 shares of Vanguard Morningstar Value ETF worth $3.85M as of Q2 2026.
SwitchPoint Financial Planning sold 10 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $2.09K.
Vanguard Morningstar Value ETF made up 2.22% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #10 holding.
SwitchPoint Financial Planning first reported a position in Vanguard Morningstar Value ETF in Q4 2024 and has held it in 7 quarters since.
2,798 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.