BFC Planning, Inc.’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

BFC Planning, 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 Q3	$365K	Buy	1,038 +105	+11%	+$36.8K	0.01%	720
2026 Q2	$321K	Buy	933 +150	+19%	+$50K	0.01%	770
2026 Q1	$234K	Sell	783 -3	-0.4%	-$939	0.01%	816
2025 Q4	$247K	Sell	786 -86	-10%	-$26.9K	0.01%	788
2025 Q3	$268K	Sell	872 -15	-2%	-$4.44K	0.02%	563
2025 Q2	$253K	Sell	887 -82	-8%	-$21.6K	0.02%	539
2025 Q1	$249K	Sell	969 -118	-11%	-$32K	0.02%	528
2024 Q4	$293K	Buy	1,087 +1	+0.1%	+$271	0.02%	480
2024 Q3	$286K	Buy	+1,086	New	+$276K	0.03%	489

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BFC Planning, Inc.'s VV Position: Q3 2026 in Review

BFC Planning, Inc. increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 11% in Q3 2026, buying an estimated $36.8K and bringing the position to 1,038 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #720.

BFC Planning, Inc. first reported a position in VV in Q3 2024 and has held it in 9 quarters since. 1,253 funds tracked by Wall St. Rank hold VV as of Q3 2026.

BFC Planning, Inc. held 1,038 shares of Vanguard Morningstar Large-Cap ETF worth $365K as of Q3 2026.
BFC Planning, Inc. bought 105 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $36.8K.
Vanguard Morningstar Large-Cap ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #720 holding.
BFC Planning, Inc. first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 9 quarters since.
1,253 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.