Planning Strategies Inc.’s Vanguard Value ETF VTV Stock Holding History

Planning Strategies Inc.’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	$657K	Buy	+3,013	New	+$629K	0.41%	37

Other funds holding VTV

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Planning Strategies Inc.'s VTV Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Vanguard Value ETF (VTV) in Q2 2026: 3,013 shares worth $657K. The stake represents 0.41% of the portfolio and ranks #37 among its holdings.

1,255 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Planning Strategies Inc. held 3,013 shares of Vanguard Value ETF worth $657K as of Q2 2026.
Vanguard Value ETF was a new Planning Strategies Inc. position in Q2 2026.
Vanguard Value ETF made up 0.41% of Planning Strategies Inc.'s portfolio in Q2 2026, its #37 holding.
1,255 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.