Hoxton Planning & Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Hoxton Planning & Management’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	–	Sell	-796	Closed	-$251K	–	233
2025 Q4	$251K	Sell	796 -7	-0.9%	-$2.19K	0.07%	184
2025 Q3	$247K	Hold	803	–	–	0.08%	180
2025 Q2	$229K	Buy	+803	New	+$212K	0.08%	184

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Hoxton Planning & Management's VV Position: Q1 2026 in Review

Hoxton Planning & Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2026, closing a stake of 796 shares — an estimated $251K sold.

Hoxton Planning & Management first reported a position in VV in Q2 2025 and held it in 3 quarters. The position peaked at $251K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Hoxton Planning & Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
Hoxton Planning & Management sold 796 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $251K.
Hoxton Planning & Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2025 and held it in 3 quarters.
Hoxton Planning & Management's Vanguard Morningstar Large-Cap ETF position peaked at $251K in Q4 2025.
1,315 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Hoxton Planning & Management's 13F filing for Q1 2026, filed 20 Apr 2026.