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 Q3	$1.25M	Sell	3,565 -364	-9%	-$127K	1%	25
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	$1.48M	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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.61B AUM 12% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Life Planning Partners's VV Position: Q3 2026 in Review

Life Planning Partners reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 9.3% in Q3 2026, selling an estimated $127K and leaving 3,565 shares worth $1.25M. The position accounts for 1% of the portfolio, ranked #25.

Life Planning Partners first reported a position in VV in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.9M in Q3 2025. 1,147 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Life Planning Partners held 3,565 shares of Vanguard Morningstar Large-Cap ETF worth $1.25M as of Q3 2026.
Life Planning Partners sold 364 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $127K.
Vanguard Morningstar Large-Cap ETF made up 1% of Life Planning Partners's portfolio in Q3 2026, its #25 holding.
Life Planning Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 16 quarters since.
Life Planning Partners's Vanguard Morningstar Large-Cap ETF position peaked at $1.9M in Q3 2025.
1,147 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Life Planning Partners's 13F filing for Q3 2026, filed 28 Oct 2026.