My Personal CFO LLC’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

My Personal CFO LLC’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	$478K	Hold	1,391	–	–	0.19%	63
2026 Q1	$416K	Hold	1,391	–	–	0.18%	63
2025 Q4	$438K	Buy	+1,391	New	+$434K	0.18%	67
2025 Q3	–	Sell	-1,391	Closed	-$397K	–	152
2025 Q2	$397K	Hold	1,391	–	–	0.18%	68
2025 Q1	$357K	Buy	1,391 +2	+0.1%	+$542	0.18%	67
2024 Q4	$375K	Buy	1,389 +3	+0.2%	+$813	0.19%	68
2024 Q3	$365K	Buy	1,386 +1	+0.1%	+$254	0.2%	67
2024 Q2	$346K	Hold	1,385	–	–	0.18%	76
2024 Q1	$332K	Buy	1,385 +2	+0.1%	+$458	0.19%	75
2023 Q4	$302K	Buy	+1,383	New	+$283K	0.2%	78
2023 Q1	–	Sell	-931	Closed	-$162K	–	812
2022 Q4	$162K	Buy	+931	New	+$163K	0.15%	74
2022 Q1	–	Sell	-931	Closed	-$206K	–	62
2021 Q4	$206K	Buy	+931	New	+$200K	0.18%	60

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

My Personal CFO LLC's VV Position: Q2 2026 in Review

My Personal CFO LLC held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,391 shares worth $478K. The position accounts for 0.19% of the portfolio, ranked #63.

My Personal CFO LLC first reported a position in VV in Q4 2021 and has held it in 12 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

My Personal CFO LLC held 1,391 shares of Vanguard Morningstar Large-Cap ETF worth $478K as of Q2 2026.
My Personal CFO LLC left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.19% of My Personal CFO LLC's portfolio in Q2 2026, its #63 holding.
My Personal CFO LLC first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 12 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.