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 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

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

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

XY Planning Network increased its Vanguard Morningstar 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. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

XY Planning Network held 52,971 shares of Vanguard Morningstar Value ETF worth $11.5M as of Q2 2026.
XY Planning Network bought 35,646 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $7.44M.
Vanguard Morningstar 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 Morningstar Value ETF in Q4 2024 and has held it in 7 quarters since.
2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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