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

Center for 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	$1.99M	Buy	5,779 +3	+0.1%	+$1K	0.19%	43
2026 Q1	$1.73M	Buy	5,776 +2	+0%	+$626	0.18%	48
2025 Q4	$1.82M	Buy	5,774 +5	+0.1%	+$1.56K	0.19%	44
2025 Q3	$1.78M	Buy	5,769 +28	+0.5%	+$8.29K	0.19%	44
2025 Q2	$1.64M	Hold	5,741	–	–	0.19%	44
2025 Q1	$1.48M	Buy	5,741 +3	+0.1%	+$813	0.19%	49
2024 Q4	$1.55M	Buy	5,738 +5	+0.1%	+$1.35K	0.21%	44
2024 Q3	$1.51M	Buy	5,733 +2	+0%	+$507	0.2%	44
2024 Q2	$1.43M	Sell	5,731 -27	-0.5%	-$6.49K	0.21%	43
2024 Q1	$1.38M	Buy	5,758 +3	+0.1%	+$686	0.21%	45
2023 Q4	$1.26M	Buy	5,755 +3	+0.1%	+$613	0.23%	44
2023 Q3	$1.13M	Sell	5,752 -7	-0.1%	-$1.43K	0.24%	42
2023 Q2	$1.17M	Buy	5,759 +220	+4%	+$42.2K	0.25%	42
2023 Q1	$1.03M	Buy	5,539 +4	+0.1%	+$728	0.24%	46
2022 Q4	$964K	Buy	5,535 +3	+0.1%	+$526	0.23%	49
2022 Q3	$905K	Buy	5,532 +4	+0.1%	+$727	0.24%	52
2022 Q2	$953K	Buy	5,528 +3	+0.1%	+$563	0.24%	48
2022 Q1	$1.15M	Buy	5,525 +2	+0%	+$411	0.24%	45
2021 Q4	$1.22M	Sell	5,523 -167	-3%	-$35.8K	0.25%	44
2021 Q3	$1.14M	Buy	5,690 +3	+0.1%	+$620	0.28%	41
2021 Q2	$1.14M	Buy	5,687 +3	+0.1%	+$586	0.28%	44
2021 Q1	$1.05M	Buy	5,684 +76	+1%	+$13.8K	0.27%	45
2020 Q4	$986K	Buy	5,608 +4	+0.1%	+$665	0.28%	41
2020 Q3	$877K	Buy	5,604 +110	+2%	+$17K	0.28%	42
2020 Q2	$786K	Buy	5,494 +3	+0.1%	+$406	0.27%	42
2020 Q1	$650K	Sell	5,491 -194	-3%	-$27.3K	0.22%	50
2019 Q4	$841K	Buy	+5,685	New	+$804K	0.21%	46

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

Center for Financial Planning's VV Position: Q2 2026 in Review

Center for Financial Planning increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.05% in Q2 2026, buying an estimated $1K and bringing the position to 5,779 shares worth $1.99M. The position accounts for 0.19% of the portfolio, ranked #43.

Center for Financial Planning first reported a position in VV in Q4 2019 and has held it in 27 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Center for Financial Planning held 5,779 shares of Vanguard Morningstar Large-Cap ETF worth $1.99M as of Q2 2026.
Center for Financial Planning bought 3 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1K.
Vanguard Morningstar Large-Cap ETF made up 0.19% of Center for Financial Planning's portfolio in Q2 2026, its #43 holding.
Center for Financial Planning first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 27 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.