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Estate Planners Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Estate Planners 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
-151
Closed -$47.6K – 411
2025
Q4 		$47.6K Buy
+151
New +$47.2K 0.02% 144

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Estate Planners Group's VV Position: Q1 2026 in Review

Estate Planners Group sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2026, closing a stake of 151 shares — an estimated $47.6K sold.

Estate Planners Group first reported a position in VV in Q4 2025 and held it in 1 quarter. The position peaked at $47.6K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Estate Planners Group reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 151 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $47.6K.
  • Estate Planners Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Vanguard Morningstar Large-Cap ETF position peaked at $47.6K in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.