Lutz Financial Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Lutz Financial Services’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	$1.25M	Sell	3,628 -46	-1%	-$15.3K	0.08%	60
2026 Q1	$1.1M	Hold	3,674	–	–	0.07%	61
2025 Q4	$1.16M	Buy	3,674 +49	+1%	+$15.3K	0.08%	61
2025 Q3	$1.12M	Buy	3,625 +11	+0.3%	+$3.26K	0.08%	61
2025 Q2	$1.03M	Buy	3,614 +23	+0.6%	+$6.06K	0.08%	61
2025 Q1	$923K	Hold	3,591	–	–	0.08%	61
2024 Q4	$968K	Sell	3,591 -200	-5%	-$54.2K	0.08%	61
2024 Q3	$998K	Hold	3,791	–	–	0.08%	61
2024 Q2	$946K	Hold	3,791	–	–	0.08%	60
2024 Q1	$909K	Hold	3,791	–	–	0.08%	59
2023 Q4	$827K	Buy	3,791 +2,724	+255%	+$557K	0.08%	60
2023 Q3	$209K	Hold	1,067	–	–	0.02%	80
2023 Q2	$216K	Buy	+1,067	New	+$205K	0.02%	79
2022 Q2	–	Sell	-1,064	Closed	-$222K	–	70
2022 Q1	$222K	Hold	1,064	–	–	0.03%	59
2021 Q4	$235K	Hold	1,064	–	–	0.03%	61
2021 Q3	$214K	Sell	1,064 -24	-2%	-$4.96K	0.03%	62
2021 Q2	$218K	Hold	1,088	–	–	0.03%	60
2021 Q1	$202K	Buy	+1,088	New	+$197K	0.03%	57
2020 Q1	–	Sell	-2,583	Closed	-$382K	–	71
2019 Q4	$382K	Buy	2,583 +1	+0%	+$141	0.07%	59
2019 Q3	$352K	Buy	2,582 +59	+2%	+$8.01K	0.07%	60
2019 Q2	$340K	Buy	2,523 +1	+0%	+$132	0.07%	60
2019 Q1	$327K	Buy	+2,522	New	+$315K	0.07%	56

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

Lutz Financial Services's VV Position: Q2 2026 in Review

Lutz Financial Services reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.3% in Q2 2026, selling an estimated $15.3K and leaving 3,628 shares worth $1.25M. The position accounts for 0.08% of the portfolio, ranked #60.

Lutz Financial Services first reported a position in VV in Q1 2019 and has held it in 22 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Lutz Financial Services held 3,628 shares of Vanguard Morningstar Large-Cap ETF worth $1.25M as of Q2 2026.
Lutz Financial Services sold 46 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $15.3K.
Vanguard Morningstar Large-Cap ETF made up 0.08% of Lutz Financial Services's portfolio in Q2 2026, its #60 holding.
Lutz Financial Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2019 and has held it in 22 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.