Midwest Professional Planners Ltd (MPPL)’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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	$251K	Sell	730 -99	-12%	-$33K	0.05%	124
2026 Q1	$248K	Hold	829	–	–	0.06%	134
2025 Q4	$261K	Sell	829 -66	-7%	-$20.6K	0.06%	137
2025 Q3	$276K	Hold	895	–	–	0.07%	143
2025 Q2	$255K	Hold	895	–	–	0.07%	143
2025 Q1	$230K	Hold	895	–	–	0.07%	147
2024 Q4	$241K	Sell	895 -43	-5%	-$11.7K	0.07%	147
2024 Q3	$247K	Hold	938	–	–	0.08%	147
2024 Q2	$234K	Sell	938 -98	-9%	-$23.5K	0.08%	141
2024 Q1	$248K	Hold	1,036	–	–	0.09%	138
2023 Q4	$226K	Sell	1,036 -94	-8%	-$19.2K	0.09%	125
2023 Q3	$221K	Sell	1,130 -66	-6%	-$13.4K	0.1%	120
2023 Q2	$242K	Sell	1,196 -27	-2%	-$5.17K	0.11%	117
2023 Q1	$228K	Sell	1,223 -109	-8%	-$19.8K	0.11%	114
2022 Q4	$232K	Hold	1,332	–	–	0.13%	116
2022 Q3	$218K	Hold	1,332	–	–	0.13%	110
2022 Q2	$230K	Hold	1,332	–	–	0.13%	107
2022 Q1	$278K	Hold	1,332	–	–	0.14%	104
2021 Q4	$294K	Sell	1,332 -148	-10%	-$31.7K	0.14%	103
2021 Q3	$297K	Hold	1,480	–	–	0.16%	100
2021 Q2	$297K	Buy	+1,480	New	+$289K	0.15%	101
2021 Q1	–	Sell	-1,480	Closed	-$260K	–	120
2020 Q4	$260K	Sell	1,480 -77	-5%	-$12.8K	0.16%	99
2020 Q3	$244K	Hold	1,557	–	–	0.17%	91
2020 Q2	$223K	Buy	+1,557	New	+$211K	0.18%	94
2020 Q1	–	Sell	-1,557	Closed	-$230K	–	93
2019 Q4	$230K	Buy	+1,557	New	+$220K	0.19%	88

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

Midwest Professional Planners Ltd (MPPL)'s VV Position: Q2 2026 in Review

Midwest Professional Planners Ltd (MPPL) reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 12% in Q2 2026, selling an estimated $33K and leaving 730 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #124.

Midwest Professional Planners Ltd (MPPL) first reported a position in VV in Q4 2019 and has held it in 25 quarters since. The position peaked at $297K in Q3 2021. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Midwest Professional Planners Ltd (MPPL) held 730 shares of Vanguard Morningstar Large-Cap ETF worth $251K as of Q2 2026.
Midwest Professional Planners Ltd (MPPL) sold 99 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $33K.
Vanguard Morningstar Large-Cap ETF made up 0.05% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q2 2026, its #124 holding.
Midwest Professional Planners Ltd (MPPL) first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 25 quarters since.
Midwest Professional Planners Ltd (MPPL)'s Vanguard Morningstar Large-Cap ETF position peaked at $297K in Q3 2021.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2026, filed 5 Aug 2026.