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

BWM 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	$598K	Hold	1,739	–	–	0.14%	61
2026 Q1	$520K	Sell	1,739 -1,344	-44%	-$421K	0.14%	62
2025 Q4	$970K	Sell	3,083 -1,304	-30%	-$407K	0.26%	50
2025 Q3	$1.35M	Hold	4,387	–	–	0.4%	37
2025 Q2	$1.25M	Hold	4,387	–	–	0.43%	37
2025 Q1	$1.13M	Sell	4,387 -573	-12%	-$155K	0.48%	36
2024 Q4	$1.34M	Hold	4,960	–	–	0.58%	34
2024 Q3	$1.31M	Buy	+4,960	New	+$1.26M	0.58%	34

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

BWM Planning's VV Position: Q2 2026 in Review

BWM Planning held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,739 shares worth $598K. The position accounts for 0.14% of the portfolio, ranked #61.

BWM Planning first reported a position in VV in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.35M in Q3 2025. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

BWM Planning held 1,739 shares of Vanguard Morningstar Large-Cap ETF worth $598K as of Q2 2026.
BWM Planning left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.14% of BWM Planning's portfolio in Q2 2026, its #61 holding.
BWM Planning first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 8 quarters since.
BWM Planning's Vanguard Morningstar Large-Cap ETF position peaked at $1.35M in Q3 2025.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.