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Abacus Planning Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Abacus Planning Group’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
Q2 		$1.26M Sell
3,667
-14
-0.4% -$4.67K 0.16% 80
2026
Q1 		$1.1M Sell
3,681
-31
-0.8% -$9.7K 0.15% 80
2025
Q4 		$1.17M Sell
3,712
-79
-2% -$24.7K 0.16% 75
2025
Q3 		$1.17M Hold
3,791
– – 0.16% 74
2025
Q2 		$1.08M Buy
3,791
+14
+0.4% +$3.69K 0.16% 77
2025
Q1 		$971K Sell
3,777
-107
-3% -$29K 0.17% 80
2024
Q4 		$1.05M Hold
3,884
– – 0.18% 75
2024
Q3 		$1.02M Hold
3,884
– – 0.18% 76
2024
Q2 		$970K Hold
3,884
– – 0.19% 74
2024
Q1 		$931K Hold
3,884
– – 0.18% 74
2023
Q4 		$847K Hold
3,884
– – 0.18% 78
2023
Q3 		$760K Sell
3,884
-169
-4% -$34.4K 0.19% 82
2023
Q2 		$822K Hold
4,053
– – 0.2% 76
2023
Q1 		$757K Hold
4,053
– – 0.2% 80
2022
Q4 		$706K Sell
4,053
-359
-8% -$63K 0.19% 83
2022
Q3 		$722K Hold
4,412
– – 0.22% 73
2022
Q2 		$760K Hold
4,412
– – 0.22% 78
2022
Q1 		$920K Hold
4,412
– – 0.25% 77
2021
Q4 		$975K Buy
4,412
+82
+2% +$17.6K 0.26% 75
2021
Q3 		$870K Buy
4,330
+123
+3% +$25.4K 0.28% 68
2021
Q2 		$845K Buy
4,207
+127
+3% +$24.8K 0.26% 70
2021
Q1 		$756K Buy
4,080
+138
+4% +$25K 0.24% 77
2020
Q4 		$693K Sell
3,942
-1
-0% -$166 0.21% 76
2020
Q3 		$617K Sell
3,943
-166
-4% -$25.6K 0.23% 78
2020
Q2 		$588K Buy
4,109
+957
+30% +$129K 0.24% 75
2020
Q1 		$373K Buy
+3,152
New +$443K 0.18% 95
2019
Q3 		– Sell
-1,920
Closed -$259K – 186
2019
Q2 		$259K Buy
+1,920
New +$254K 0.16% 125

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Abacus Planning Group's VV Position: Q2 2026 in Review

Abacus Planning Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.38% in Q2 2026, selling an estimated $4.67K and leaving 3,667 shares worth $1.26M. The position accounts for 0.16% of the portfolio, ranked #80.

Abacus Planning Group first reported a position in VV in Q2 2019 and has held it in 27 quarters since. 1,370 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Abacus Planning Group held 3,667 shares of Vanguard Morningstar Large-Cap ETF worth $1.26M as of Q2 2026.
  • Abacus Planning Group sold 14 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $4.67K.
  • Vanguard Morningstar Large-Cap ETF made up 0.16% of Abacus Planning Group's portfolio in Q2 2026, its #80 holding.
  • Abacus Planning Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2019 and has held it in 27 quarters since.
  • 1,370 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.