CPL
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Capital & Planning LLC’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Capital & 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
Q2 		– Sell
-19
Closed -$5.55K – 166
2026
Q1 		$5.55K Buy
+19
New +$5.95K ﹤0.01% 116
2025
Q1 		– Sell
-18
Closed -$4.94K – 185
2024
Q4 		$4.94K Buy
+18
New +$4.88K ﹤0.01% 123

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

Capital & Planning LLC's VV Position: Q2 2026 in Review

Capital & Planning LLC sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026, closing a stake of 19 shares — an estimated $5.55K sold.

Capital & Planning LLC first reported a position in VV in Q4 2024 and held it in 2 quarters. The position peaked at $5.55K in Q1 2026. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Capital & Planning LLC reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 19 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $5.55K.
  • Capital & Planning LLC first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Vanguard Morningstar Large-Cap ETF position peaked at $5.55K in Q1 2026.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.