United Financial Planning Group’s Vanguard Morningstar Value ETF VTV Stock Holding History

United Financial Planning Group’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	$35.3M	Buy	161,587 +6,687	+4%	+$1.4M	17.92%	1
2026 Q1	$30.4M	Sell	154,900 -269	-0.2%	-$53.9K	17.96%	1
2025 Q4	$29.6M	Buy	155,169 +155,120	+316,571%	+$29.2M	17.98%	1
2025 Q3	$8.55K	Buy	+49	New	+$8.87K	0.01%	161

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

United Financial Planning Group's VTV Position: Q2 2026 in Review

United Financial Planning Group increased its Vanguard Morningstar Value ETF (VTV) stake by 4.3% in Q2 2026, buying an estimated $1.4M and bringing the position to 161,587 shares worth $35.3M. The position accounts for 17.92% of the portfolio, ranked #1.

United Financial Planning Group first reported a position in VTV in Q3 2025 and has held it in 4 quarters since. 2,792 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

United Financial Planning Group held 161,587 shares of Vanguard Morningstar Value ETF worth $35.3M as of Q2 2026.
United Financial Planning Group bought 6,687 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $1.4M.
Vanguard Morningstar Value ETF made up 17.92% of United Financial Planning Group's portfolio in Q2 2026, its #1 holding.
United Financial Planning Group first reported a position in Vanguard Morningstar Value ETF in Q3 2025 and has held it in 4 quarters since.
2,792 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.