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

Comprehensive 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	$62.1K	Sell	181 -34	-16%	-$11.3K	0.03%	161
2026 Q1	$64.3K	Buy	215 +1	+0.5%	+$313	0.04%	146
2025 Q4	$67.5K	Hold	214	–	–	0.04%	149
2025 Q3	$65.8K	Buy	214 +1	+0.5%	+$296	0.05%	150
2025 Q2	$60.8K	Hold	213	–	–	0.05%	142
2025 Q1	$54.8K	Buy	213 +1	+0.5%	+$271	0.05%	130
2024 Q4	$57.3K	Buy	+212	New	+$57.4K	0.05%	150

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

Comprehensive Financial Planning's VV Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 16% in Q2 2026, selling an estimated $11.3K and leaving 181 shares worth $62.1K. The position accounts for 0.03% of the portfolio, ranked #161.

Comprehensive Financial Planning first reported a position in VV in Q4 2024 and has held it in 7 quarters since. The position peaked at $67.5K in Q4 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Comprehensive Financial Planning held 181 shares of Vanguard Morningstar Large-Cap ETF worth $62.1K as of Q2 2026.
Comprehensive Financial Planning sold 34 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $11.3K.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Comprehensive Financial Planning's portfolio in Q2 2026, its #161 holding.
Comprehensive Financial Planning first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Vanguard Morningstar Large-Cap ETF position peaked at $67.5K in Q4 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.