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Mark Sheptoff Financial Planning’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Mark Sheptoff Financial 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
Q2 		$19.3K Buy
+56
New +$18.7K 0.01% 290
2026
Q1 		– Sell
-56
Closed -$17.6K – 578
2025
Q4 		$17.6K Hold
56
– – 0.01% 288
2025
Q3 		$17.2K Buy
+56
New +$16.6K 0.01% 287

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mark Sheptoff Financial Planning's VV Position: Q2 2026 in Review

Mark Sheptoff Financial Planning opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 56 shares worth $19.3K. The stake represents 0.01% of the portfolio and ranks #290 among its holdings. This is a return to the name: Mark Sheptoff Financial Planning previously reported a position in VV as recently as Q4 2025.

Mark Sheptoff Financial Planning first reported a position in VV in Q3 2025 and has held it in 3 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Mark Sheptoff Financial Planning held 56 shares of Vanguard Morningstar Large-Cap ETF worth $19.3K as of Q2 2026.
  • Vanguard Morningstar Large-Cap ETF was a new Mark Sheptoff Financial Planning position in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #290 holding.
  • Mark Sheptoff Financial Planning first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.