Holistic Planning’s Vanguard 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 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 $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Holistic Planning's VV Position: Q1 2026 in Review

Holistic Planning reduced its Vanguard Large-Cap ETF (VV) stake by 15% in Q1 2026, selling an estimated $401K and leaving 7,439 shares worth $2.22M. The position accounts for 0.44% of the portfolio, ranked #51.

Holistic Planning first reported a position in VV in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.75M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Holistic Planning held 7,439 shares of Vanguard Large-Cap ETF worth $2.22M as of Q1 2026.
Holistic Planning sold 1,283 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $401K.
Vanguard Large-Cap ETF made up 0.44% of Holistic Planning's portfolio in Q1 2026, its #51 holding.
Holistic Planning first reported a position in Vanguard Large-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Holistic Planning's Vanguard Large-Cap ETF position peaked at $2.75M in Q4 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.