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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
Q3 		$14.2M Sell
40,483
-183
-0.5% -$64.1K 3.79% 6
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

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Capital Planning's VV Position: Q3 2026 in Review

Capital Planning reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.45% in Q3 2026, selling an estimated $64.1K and leaving 40,483 shares worth $14.2M. The position accounts for 3.79% of the portfolio, ranked #6.

Capital Planning first reported a position in VV in Q4 2020 and has held it in 24 quarters since. 83 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Capital Planning held 40,483 shares of Vanguard Morningstar Large-Cap ETF worth $14.2M as of Q3 2026.
  • Capital Planning sold 183 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $64.1K.
  • Vanguard Morningstar Large-Cap ETF made up 3.79% of Capital Planning's portfolio in Q3 2026, its #6 holding.
  • Capital Planning first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • 83 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.