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 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

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

Fee-Only Financial Planning's VV Position: Q2 2026 in Review

Fee-Only Financial Planning reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.6% in Q2 2026, selling an estimated $25K and leaving 2,850 shares worth $980K. The position accounts for 0.53% of the portfolio, ranked #17.

Fee-Only Financial Planning first reported a position in VV in Q4 2022 and has held it in 15 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Fee-Only Financial Planning held 2,850 shares of Vanguard Morningstar Large-Cap ETF worth $980K as of Q2 2026.
Fee-Only Financial Planning sold 75 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $25K.
Vanguard Morningstar Large-Cap ETF made up 0.53% of Fee-Only Financial Planning's portfolio in Q2 2026, its #17 holding.
Fee-Only Financial Planning first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Fee-Only Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.