Superior Planning, LLC’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Superior Planning, LLC’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10.6K	Buy	+30	New	+$10.5K	﹤0.01%	911

Other funds holding VV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.61B AUM 12% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Superior Planning, LLC's VV Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q3 2026: 30 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #911 among its holdings.

1,136 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Superior Planning, LLC held 30 shares of Vanguard Morningstar Large-Cap ETF worth $10.6K as of Q3 2026.
Vanguard Morningstar Large-Cap ETF was a new Superior Planning, LLC position in Q3 2026.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #911 holding.
1,136 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.