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

Cornerstone Planning Group’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 Q1	–	Sell	-1,603	Closed	-$514K	–	1923
2025 Q4	$514K	Buy	+1,603	New	+$501K	0.08%	83
2022 Q4	$16.8K	Buy	+95	New	+$16.7K	0.01%	474

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cornerstone Planning Group's VV Position: Q1 2026 in Review

Cornerstone Planning Group sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2026, closing a stake of 1,603 shares — an estimated $514K sold.

Cornerstone Planning Group first reported a position in VV in Q4 2022 and held it in 2 quarters. The position peaked at $514K in Q4 2025. 1,320 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Cornerstone Planning Group reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
Cornerstone Planning Group sold 1,603 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $514K.
Cornerstone Planning Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and held it in 2 quarters.
Cornerstone Planning Group's Vanguard Morningstar Large-Cap ETF position peaked at $514K in Q4 2025.
1,320 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.