Diversified Portfolios Inc’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Diversified Portfolios Inc’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	$221K	Hold	739	–	–	0.02%	169
2025 Q4	$233K	Hold	739	–	–	0.02%	171
2025 Q3	$228K	Buy	+739	New	+$219K	0.02%	155
2022 Q4	–	Sell	-1,674	Closed	-$274K	–	135
2022 Q3	$274K	Buy	1,674 +153	+10%	+$27.8K	0.07%	111
2022 Q2	$262K	Buy	+1,521	New	+$285K	0.07%	109

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Diversified Portfolios Inc's VV Position: Q1 2026 in Review

Diversified Portfolios Inc held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q1 2026 at 739 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #169.

Diversified Portfolios Inc first reported a position in VV in Q2 2022 and has held it in 5 quarters since. The position peaked at $274K in Q3 2022. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Diversified Portfolios Inc held 739 shares of Vanguard Morningstar Large-Cap ETF worth $221K as of Q1 2026.
Diversified Portfolios Inc left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Diversified Portfolios Inc's portfolio in Q1 2026, its #169 holding.
Diversified Portfolios Inc first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2022 and has held it in 5 quarters since.
Diversified Portfolios Inc's Vanguard Morningstar Large-Cap ETF position peaked at $274K in Q3 2022.
1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.