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

Capital 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 		$14M Sell
40,666
-47
-0.1% -$15.7K 4.07% 5
2026
Q1 		$12.2M Buy
40,713
+4,126
+11% +$1.29M 3.96% 5
2025
Q4 		$11.5M Buy
36,587
+1,200
+3% +$375K 3.23% 8
2025
Q3 		$10.9M Sell
35,387
-98
-0.3% -$29K 3.18% 10
2025
Q2 		$10.2M Buy
35,485
+300
+0.9% +$79K 3.19% 10
2025
Q1 		$9.04M Buy
35,185
+201
+0.6% +$54.4K 2.53% 13
2024
Q4 		$9.44M Buy
34,984
+1,665
+5% +$451K 2.47% 13
2024
Q3 		$8.8M Buy
33,319
+603
+2% +$153K 2.47% 13
2024
Q2 		$8.19M Buy
32,716
+7,146
+28% +$1.72M 2.46% 13
2024
Q1 		$6.13M Buy
25,570
+2,011
+9% +$460K 2% 16
2023
Q4 		$5.14M Buy
23,559
+2,960
+14% +$605K 1.83% 18
2023
Q3 		$4.03M Buy
20,599
+603
+3% +$123K 1.59% 21
2023
Q2 		$4.05M Buy
19,996
+1,837
+10% +$352K 1.58% 21
2023
Q1 		$3.39M Buy
18,159
+2,301
+15% +$419K 1.4% 25
2022
Q4 		$2.76M Buy
15,858
+1,024
+7% +$180K 1.23% 25
2022
Q3 		$2.43M Buy
14,834
+1,779
+14% +$323K 1.37% 22
2022
Q2 		$2.25M Sell
13,055
-67
-0.5% -$12.6K 1.21% 21
2022
Q1 		$2.74M Sell
13,122
-11
-0.1% -$2.26K 1.07% 25
2021
Q4 		$2.9M Sell
13,133
-2
-0% -$429 1.07% 27
2021
Q3 		$2.64M Sell
13,135
-196
-1% -$40.5K 1.08% 26
2021
Q2 		$2.68M Sell
13,331
-20,330
-60% -$3.97M 1.14% 26
2021
Q1 		$6.24M Buy
33,661
+201
+0.6% +$36.4K 2.75% 14
2020
Q4 		$5.88M Buy
+33,460
New +$5.56M 2.75% 14

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's VV Position: Q2 2026 in Review

Capital Planning reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.12% in Q2 2026, selling an estimated $15.7K and leaving 40,666 shares worth $14M. The position accounts for 4.07% of the portfolio, ranked #5.

Capital Planning first reported a position in VV in Q4 2020 and has held it in 23 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Capital Planning held 40,666 shares of Vanguard Morningstar Large-Cap ETF worth $14M as of Q2 2026.
  • Capital Planning sold 47 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $15.7K.
  • Vanguard Morningstar Large-Cap ETF made up 4.07% of Capital Planning's portfolio in Q2 2026, its #5 holding.
  • Capital Planning first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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