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

Life Planning Partners’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 		$1.35M Sell
3,929
-1,215
-24% -$405K 1% 24
2026
Q1 		$1.54M Buy
5,144
+550
+12% +$172K 1.17% 24
2025
Q4 		$1.45M Sell
4,594
-1,584
-26% -$495K 1.11% 24
2025
Q3 		$1.9M Sell
6,178
-195
-3% -$57.7K 1.39% 19
2025
Q2 		$1.82M Sell
6,373
-363
-5% -$95.6K 1.45% 18
2025
Q1 		$1.73M Buy
6,736
+254
+4% +$68.8K 1.57% 15
2024
Q4 		$1.75M Hold
6,482
– – 1.62% 15
2024
Q3 		$1.71M Sell
6,482
-118
-2% -$29.9K 1.52% 16
2024
Q2 		$1.65M Sell
6,600
-52
-0.8% -$12.5K 1.5% 17
2024
Q1 		$1.59M Sell
6,652
-314
-5% -$71.8K 1.59% 17
2023
Q4 		$1.52M Buy
+6,966
New +$1.42M 1.5% 18
2022
Q3 		$1.41M Hold
8,619
– – 1.61% 18
2022
Q2 		$1.49M Buy
8,619
+970
+13% +$182K 1.67% 18
2022
Q1 		$1.6M Sell
7,649
-270
-3% -$55.5K 1.62% 18
2021
Q4 		$1.75M Buy
+7,919
New +$1.7M 1.76% 16

Other funds holding VV

NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Life Planning Partners's VV Position: Q2 2026 in Review

Life Planning Partners reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 24% in Q2 2026, selling an estimated $405K and leaving 3,929 shares worth $1.35M. The position accounts for 1% of the portfolio, ranked #24.

Life Planning Partners first reported a position in VV in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.9M in Q3 2025. 829 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Life Planning Partners held 3,929 shares of Vanguard Morningstar Large-Cap ETF worth $1.35M as of Q2 2026.
  • Life Planning Partners sold 1,215 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $405K.
  • Vanguard Morningstar Large-Cap ETF made up 1% of Life Planning Partners's portfolio in Q2 2026, its #24 holding.
  • Life Planning Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 15 quarters since.
  • Life Planning Partners's Vanguard Morningstar Large-Cap ETF position peaked at $1.9M in Q3 2025.
  • 829 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.