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 Q2	$3M	Buy	8,718 +12	+0.1%	+$4K	0.45%	28
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 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

Partners in Financial Planning's VV Position: Q2 2026 in Review

Partners in Financial Planning increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.14% in Q2 2026, buying an estimated $4K and bringing the position to 8,718 shares worth $3M. The position accounts for 0.45% of the portfolio, ranked #28.

Partners in Financial Planning first reported a position in VV in Q2 2021 and has held it in 21 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Partners in Financial Planning held 8,718 shares of Vanguard Morningstar Large-Cap ETF worth $3M as of Q2 2026.
Partners in Financial Planning bought 12 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $4K.
Vanguard Morningstar Large-Cap ETF made up 0.45% of Partners in Financial Planning's portfolio in Q2 2026, its #28 holding.
Partners in Financial Planning first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2021 and has held it in 21 quarters since.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.