PIFP
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Partners in Financial Planning’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Partners in 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
Q1 		$2.6M Buy
8,706
+33
+0.4% +$10.3K 0.43% 30
2025
Q4 		$2.73M Sell
8,673
-203
-2% -$63.4K 0.46% 28
2025
Q3 		$2.73M Buy
8,876
+13
+0.1% +$3.85K 0.47% 29
2025
Q2 		$2.53M Hold
8,863
– – 0.47% 28
2025
Q1 		$2.28M Buy
8,863
+13
+0.1% +$3.52K 0.46% 27
2024
Q4 		$2.39M Buy
8,850
+24
+0.3% +$6.5K 0.49% 27
2024
Q3 		$2.32M Buy
8,826
+1,436
+19% +$364K 0.47% 28
2024
Q2 		$1.84M Hold
7,390
– – 0.4% 30
2024
Q1 		$1.77M Buy
7,390
+16
+0.2% +$3.66K 0.39% 30
2023
Q4 		$1.61M Buy
7,374
+19
+0.3% +$3.88K 0.38% 32
2023
Q3 		$1.44M Buy
7,355
+17
+0.2% +$3.46K 0.37% 33
2023
Q2 		$1.49M Buy
7,338
+16
+0.2% +$3.07K 0.38% 33
2023
Q1 		$1.37M Buy
7,322
+53
+0.7% +$9.65K 0.36% 34
2022
Q4 		$1.26M Buy
7,269
+21
+0.3% +$3.68K 0.35% 34
2022
Q3 		$1.31M Buy
7,248
+1,324
+22% +$241K 0.37% 30
2022
Q2 		$1.1M Buy
5,924
+15
+0.3% +$2.81K 0.35% 32
2022
Q1 		$1.16M Buy
5,909
+11
+0.2% +$2.26K 0.36% 31
2021
Q4 		$1.2M Buy
5,898
+243
+4% +$52.1K 0.37% 30
2021
Q3 		$1.14M Buy
5,655
+11
+0.2% +$2.27K 0.35% 28
2021
Q2 		$1.13M Buy
+5,644
New +$1.1M 0.35% 30

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Partners in Financial Planning's VV Position: Q1 2026 in Review

Partners in Financial Planning increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.38% in Q1 2026, buying an estimated $10.3K and bringing the position to 8,706 shares worth $2.6M. The position accounts for 0.43% of the portfolio, ranked #30.

Partners in Financial Planning first reported a position in VV in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.73M in Q3 2025. 1,312 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Partners in Financial Planning held 8,706 shares of Vanguard Morningstar Large-Cap ETF worth $2.6M as of Q1 2026.
  • Partners in Financial Planning bought 33 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $10.3K.
  • Vanguard Morningstar Large-Cap ETF made up 0.43% of Partners in Financial Planning's portfolio in Q1 2026, its #30 holding.
  • Partners in Financial Planning first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • Partners in Financial Planning's Vanguard Morningstar Large-Cap ETF position peaked at $2.73M in Q3 2025.
  • 1,312 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.