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

Financial Planning Navigators’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	$62.1M	Buy	180,597 +2,150	+1%	+$717K	23.25%	1
2026 Q1	$53.3M	Buy	178,447 +7,130	+4%	+$2.23M	23.38%	1
2025 Q4	$53.9M	Buy	+171,317	New	+$53.5M	24.76%	1

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

Financial Planning Navigators's VV Position: Q2 2026 in Review

Financial Planning Navigators increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.2% in Q2 2026, buying an estimated $717K and bringing the position to 180,597 shares worth $62.1M. The position accounts for 23.25% of the portfolio, ranked #1.

Financial Planning Navigators first reported a position in VV in Q4 2025 and has held it in 3 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Financial Planning Navigators held 180,597 shares of Vanguard Morningstar Large-Cap ETF worth $62.1M as of Q2 2026.
Financial Planning Navigators bought 2,150 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $717K.
Vanguard Morningstar Large-Cap ETF made up 23.25% of Financial Planning Navigators's portfolio in Q2 2026, its #1 holding.
Financial Planning Navigators first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 3 quarters since.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Financial Planning Navigators's 13F filing for Q2 2026, filed 28 Jul 2026.