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

PDS 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 		$5.61M Buy
16,309
+152
+0.9% +$50.7K 0.32% 47
2026
Q1 		$4.83M Sell
16,157
-236
-1% -$73.8K 0.32% 48
2025
Q4 		$5.16M Sell
16,393
-122
-0.7% -$38.1K 0.34% 46
2025
Q3 		$5.08M Sell
16,515
-83
-0.5% -$24.6K 0.35% 47
2025
Q2 		$4.74M Sell
16,598
-2,374
-13% -$626K 0.35% 46
2025
Q1 		$4.88M Buy
18,972
+6,424
+51% +$1.74M 0.41% 43
2024
Q4 		$3.38M Buy
12,548
+293
+2% +$79.4K 0.3% 50
2024
Q3 		$3.23M Buy
12,255
+18
+0.1% +$4.57K 0.29% 48
2024
Q2 		$3.05M Sell
12,237
-178
-1% -$42.8K 0.31% 45
2024
Q1 		$2.98M Sell
12,415
-84
-0.7% -$19.2K 0.31% 43
2023
Q4 		$2.73M Buy
12,499
+3,599
+40% +$736K 0.31% 44
2023
Q3 		$1.74M Sell
8,900
-49
-0.5% -$9.98K 0.23% 56
2023
Q2 		$1.81M Sell
8,949
-188
-2% -$36K 0.23% 56
2023
Q1 		$1.71M Sell
9,137
-623
-6% -$113K 0.24% 53
2022
Q4 		$1.7M Buy
9,760
+8,495
+672% +$1.49M 0.27% 46
2022
Q3 		$207K Buy
+1,265
New +$230K 0.04% 179

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PDS Planning's VV Position: Q2 2026 in Review

PDS Planning increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.94% in Q2 2026, buying an estimated $50.7K and bringing the position to 16,309 shares worth $5.61M. The position accounts for 0.32% of the portfolio, ranked #47.

PDS Planning first reported a position in VV in Q3 2022 and has held it in 16 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • PDS Planning held 16,309 shares of Vanguard Morningstar Large-Cap ETF worth $5.61M as of Q2 2026.
  • PDS Planning bought 152 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $50.7K.
  • Vanguard Morningstar Large-Cap ETF made up 0.32% of PDS Planning's portfolio in Q2 2026, its #47 holding.
  • PDS Planning first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.