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Meredith Wealth Planning’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Meredith Wealth 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 		$219K Buy
+636
New +$212K 0.05% 72
2026
Q1 		– Sell
-636
Closed -$200K – 73
2025
Q4 		$200K Buy
+636
New +$199K 0.06% 62

Other funds holding VV

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
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
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Meredith Wealth Planning's VV Position: Q2 2026 in Review

Meredith Wealth Planning opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 636 shares worth $219K. The stake represents 0.05% of the portfolio and ranks #72 among its holdings. This is a return to the name: Meredith Wealth Planning previously reported a position in VV as recently as Q4 2025.

Meredith Wealth Planning first reported a position in VV in Q4 2025 and has held it in 2 quarters since. 695 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Meredith Wealth Planning held 636 shares of Vanguard Morningstar Large-Cap ETF worth $219K as of Q2 2026.
  • Vanguard Morningstar Large-Cap ETF was a new Meredith Wealth Planning position in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.05% of Meredith Wealth Planning's portfolio in Q2 2026, its #72 holding.
  • Meredith Wealth Planning first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 695 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.