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

Holistic 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	$2.55M	Sell	7,418 -21	-0.3%	-$7K	0.4%	53
2026 Q1	$2.22M	Sell	7,439 -1,283	-15%	-$401K	0.44%	51
2025 Q4	$2.75M	Buy	8,722 +1,935	+29%	+$604K	0.59%	35
2025 Q3	$2.09M	Sell	6,787 -177	-3%	-$52.4K	0.55%	35
2025 Q2	$1.99M	Buy	6,964 +231	+3%	+$60.9K	0.57%	35
2025 Q1	$1.73M	Sell	6,733 -139	-2%	-$37.6K	0.59%	32
2024 Q4	$1.85M	Sell	6,872 -311	-4%	-$84.3K	0.67%	31
2024 Q3	$1.89M	Buy	7,183 +1,825	+34%	+$463K	0.8%	26
2024 Q2	$1.28M	Hold	5,358	–	–	0.99%	35
2024 Q1	$1.28M	Sell	5,358 -292	-5%	-$66.8K	0.98%	35
2023 Q4	$1.23M	Buy	+5,650	New	+$1.15M	1.04%	32

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

Holistic Planning's VV Position: Q2 2026 in Review

Holistic Planning reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.28% in Q2 2026, selling an estimated $7K and leaving 7,418 shares worth $2.55M. The position accounts for 0.4% of the portfolio, ranked #53.

Holistic Planning first reported a position in VV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.75M in Q4 2025. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Holistic Planning held 7,418 shares of Vanguard Morningstar Large-Cap ETF worth $2.55M as of Q2 2026.
Holistic Planning sold 21 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $7K.
Vanguard Morningstar Large-Cap ETF made up 0.4% of Holistic Planning's portfolio in Q2 2026, its #53 holding.
Holistic Planning first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Holistic Planning's Vanguard Morningstar Large-Cap ETF position peaked at $2.75M in Q4 2025.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.