XY Planning Network’s Vanguard Value ETF VTV Stock Holding History

XY Planning Network’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	$11.5M	Buy	52,971 +35,646	+206%	+$7.44M	1.45%	13
2026 Q1	$3.41M	Buy	17,325 +3,342	+24%	+$669K	0.54%	42
2025 Q4	$2.67M	Buy	13,983 +8,135	+139%	+$1.53M	0.47%	51
2025 Q3	$1.03M	Hold	5,848	–	–	0.35%	70
2025 Q2	$1.03M	Buy	5,848 +768	+15%	+$130K	0.35%	70
2025 Q1	$878K	Sell	5,080 -826	-14%	-$144K	0.59%	48
2024 Q4	$1,000K	Buy	+5,906	New	+$1.04M	0.75%	41

Other funds holding VTV

DADC

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

MWM

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

WPW

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

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

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

RIA

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

BCM

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

XY Planning Network's VTV Position: Q2 2026 in Review

XY Planning Network increased its Vanguard Value ETF (VTV) stake by 206% in Q2 2026, buying an estimated $7.44M and bringing the position to 52,971 shares worth $11.5M. The position accounts for 1.45% of the portfolio, ranked #13.

XY Planning Network first reported a position in VTV in Q4 2024 and has held it in 7 quarters since. 1,049 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

XY Planning Network held 52,971 shares of Vanguard Value ETF worth $11.5M as of Q2 2026.
XY Planning Network bought 35,646 Vanguard Value ETF shares in Q2 2026, an estimated $7.44M.
Vanguard Value ETF made up 1.45% of XY Planning Network's portfolio in Q2 2026, its #13 holding.
XY Planning Network first reported a position in Vanguard Value ETF in Q4 2024 and has held it in 7 quarters since.
1,049 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.