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

Briaud 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	$307K	Hold	894	–	–	0.08%	31
2026 Q1	$267K	Hold	894	–	–	0.07%	30
2025 Q4	$281K	Hold	894	–	–	0.07%	27
2025 Q3	$275K	Hold	894	–	–	0.09%	26
2025 Q2	$255K	Hold	894	–	–	0.1%	27
2025 Q1	$229K	Buy	+894	New	+$242K	0.09%	28

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Briaud Financial Planning held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 894 shares worth $307K. The position accounts for 0.08% of the portfolio, ranked #31.

Briaud Financial Planning first reported a position in VV in Q1 2025 and has held it in 6 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Briaud Financial Planning held 894 shares of Vanguard Morningstar Large-Cap ETF worth $307K as of Q2 2026.
Briaud Financial Planning left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.08% of Briaud Financial Planning's portfolio in Q2 2026, its #31 holding.
Briaud Financial Planning first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2025 and has held it in 6 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Briaud Financial Planning's 13F filing for Q2 2026, filed 30 Jul 2026.