XY Planning Network’s Vanguard Morningstar 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 Q3	$12.8M	Buy	59,089 +6,118	+12%	+$1.36M	1.37%	13
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	$1000K	Buy	+5,906	New	+$1.04M	0.75%	41

Other funds holding VTV

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

XY Planning Network's VTV Position: Q3 2026 in Review

XY Planning Network increased its Vanguard Morningstar Value ETF (VTV) stake by 12% in Q3 2026, buying an estimated $1.36M and bringing the position to 59,089 shares worth $12.8M. The position accounts for 1.37% of the portfolio, ranked #13.

XY Planning Network first reported a position in VTV in Q4 2024 and has held it in 8 quarters since. 1,008 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

XY Planning Network held 59,089 shares of Vanguard Morningstar Value ETF worth $12.8M as of Q3 2026.
XY Planning Network bought 6,118 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $1.36M.
Vanguard Morningstar Value ETF made up 1.37% of XY Planning Network's portfolio in Q3 2026, its #13 holding.
XY Planning Network first reported a position in Vanguard Morningstar Value ETF in Q4 2024 and has held it in 8 quarters since.
1,008 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.