Fee-Only Financial Planning’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Fee-Only Financial 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 Q3	$952K	Sell	2,705 -145	-5%	-$50.8K	0.52%	18
2026 Q2	$980K	Sell	2,850 -75	-3%	-$25K	0.53%	17
2026 Q1	$874K	Hold	2,925	–	–	0.53%	19
2025 Q4	$921K	Hold	2,925	–	–	0.54%	18
2025 Q3	$900K	Sell	2,925 -2	-0.1%	-$592	0.53%	18
2025 Q2	$835K	Hold	2,927	–	–	0.52%	18
2025 Q1	$752K	Hold	2,927	–	–	0.51%	18
2024 Q4	$789K	Sell	2,927 -180	-6%	-$48.8K	0.51%	18
2024 Q3	$818K	Hold	3,107	–	–	0.52%	18
2024 Q2	$776K	Sell	3,107 -75	-2%	-$18K	0.52%	19
2024 Q1	$763K	Sell	3,182 -45	-1%	-$10.3K	0.51%	19
2023 Q4	$704K	Buy	3,227 +11	+0.3%	+$2.25K	0.51%	21
2023 Q3	$629K	Hold	3,216	–	–	0.51%	21
2023 Q2	$652K	Sell	3,216 -600	-16%	-$115K	0.5%	22
2023 Q1	$713K	Hold	3,816	–	–	0.58%	20
2022 Q4	$665K	Buy	+3,816	New	+$670K	0.56%	21

Other funds holding VV

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return

Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Hurlow Wealth Management Group Bloomington, Indiana $480M AUM 12.37% 1-Year Est. Return

Fee-Only Financial Planning's VV Position: Q3 2026 in Review

Fee-Only Financial Planning reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 5.1% in Q3 2026, selling an estimated $50.8K and leaving 2,705 shares worth $952K. The position accounts for 0.52% of the portfolio, ranked #18.

Fee-Only Financial Planning first reported a position in VV in Q4 2022 and has held it in 16 quarters since. The position peaked at $980K in Q2 2026. 655 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Fee-Only Financial Planning held 2,705 shares of Vanguard Morningstar Large-Cap ETF worth $952K as of Q3 2026.
Fee-Only Financial Planning sold 145 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $50.8K.
Vanguard Morningstar Large-Cap ETF made up 0.52% of Fee-Only Financial Planning's portfolio in Q3 2026, its #18 holding.
Fee-Only Financial Planning first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 16 quarters since.
Fee-Only Financial Planning's Vanguard Morningstar Large-Cap ETF position peaked at $980K in Q2 2026.
655 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Fee-Only Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.