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

Cornerstone 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 Q1	–	Sell	-1,074	Closed	-$338K	–	152
2025 Q4	$338K	Buy	+1,074	New	+$335K	0.08%	114

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's VV Position: Q1 2026 in Review

Cornerstone Planning sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2026, closing a stake of 1,074 shares — an estimated $338K sold.

Cornerstone Planning first reported a position in VV in Q4 2025 and held it in 1 quarter. The position peaked at $338K in Q4 2025. 1,314 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Cornerstone Planning reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
Cornerstone Planning sold 1,074 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $338K.
Cornerstone Planning first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and held it in 1 quarter.
Cornerstone Planning's Vanguard Morningstar Large-Cap ETF position peaked at $338K in Q4 2025.
1,314 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Cornerstone Planning's 13F filing for Q1 2026, filed 11 May 2026.