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 Q2	$255K	Buy	741 +2	+0.3%	+$667	0.02%	179
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 $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

Diversified Portfolios Inc's VV Position: Q2 2026 in Review

Diversified Portfolios Inc increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.27% in Q2 2026, buying an estimated $667 and bringing the position to 741 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #179.

Diversified Portfolios Inc first reported a position in VV in Q2 2022 and has held it in 6 quarters since. The position peaked at $274K in Q3 2022. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Diversified Portfolios Inc held 741 shares of Vanguard Morningstar Large-Cap ETF worth $255K as of Q2 2026.
Diversified Portfolios Inc bought 2 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $667.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Diversified Portfolios Inc's portfolio in Q2 2026, its #179 holding.
Diversified Portfolios Inc first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2022 and has held it in 6 quarters since.
Diversified Portfolios Inc's Vanguard Morningstar Large-Cap ETF position peaked at $274K in Q3 2022.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.