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

Golden Bell 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	$1.1M	Sell	3,195 -121	-4%	-$40.4K	0.81%	19
2026 Q1	$991K	Sell	3,316 -31	-0.9%	-$9.7K	0.79%	19
2025 Q4	$1.05M	Sell	3,347 -260	-7%	-$81.2K	0.88%	19
2025 Q3	$1.11M	Sell	3,607 -63	-2%	-$18.7K	0.97%	18
2025 Q2	$1.05M	Hold	3,670	–	–	0.99%	19
2025 Q1	$943K	Sell	3,670 -97	-3%	-$26.3K	0.92%	19
2024 Q4	$1.02M	Buy	+3,767	New	+$1.02M	1.02%	18

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

Golden Bell Financial Planning's VV Position: Q2 2026 in Review

Golden Bell Financial Planning reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 3.6% in Q2 2026, selling an estimated $40.4K and leaving 3,195 shares worth $1.1M. The position accounts for 0.81% of the portfolio, ranked #19.

Golden Bell Financial Planning first reported a position in VV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q3 2025. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Golden Bell Financial Planning held 3,195 shares of Vanguard Morningstar Large-Cap ETF worth $1.1M as of Q2 2026.
Golden Bell Financial Planning sold 121 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $40.4K.
Vanguard Morningstar Large-Cap ETF made up 0.81% of Golden Bell Financial Planning's portfolio in Q2 2026, its #19 holding.
Golden Bell Financial Planning first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Golden Bell Financial Planning's Vanguard Morningstar Large-Cap ETF position peaked at $1.11M in Q3 2025.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Golden Bell Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.