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ATLas Financial Planning’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

ATLas Financial Planning’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 		$5.32M Buy
15,483
+683
+5% +$228K 4.32% 11
2026
Q1 		$4.42M Buy
14,800
+180
+1% +$56.3K 3.97% 11
2025
Q4 		$4.6M Buy
+14,620
New +$4.57M 4.52% 10

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

ATLas Financial Planning's VV Position: Q2 2026 in Review

ATLas Financial Planning increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.6% in Q2 2026, buying an estimated $228K and bringing the position to 15,483 shares worth $5.32M. The position accounts for 4.32% of the portfolio, ranked #11.

ATLas Financial Planning first reported a position in VV in Q4 2025 and has held it in 3 quarters since. 1,367 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • ATLas Financial Planning held 15,483 shares of Vanguard Morningstar Large-Cap ETF worth $5.32M as of Q2 2026.
  • ATLas Financial Planning bought 683 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $228K.
  • Vanguard Morningstar Large-Cap ETF made up 4.32% of ATLas Financial Planning's portfolio in Q2 2026, its #11 holding.
  • ATLas Financial Planning first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,367 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on ATLas Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.