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

Planning Project 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
2025 Q4	$217K	Buy	+689	New	+$215K	0.05%	33

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Planning Project LLC's VV Position: Q4 2025 in Review

Planning Project LLC opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q4 2025: 689 shares worth $217K. The stake represents 0.05% of the portfolio and ranks #33 among its holdings.

1,329 funds tracked by Wall St. Rank hold VV as of Q4 2025.

Planning Project LLC held 689 shares of Vanguard Morningstar Large-Cap ETF worth $217K as of Q4 2025.
Vanguard Morningstar Large-Cap ETF was a new Planning Project LLC position in Q4 2025.
Vanguard Morningstar Large-Cap ETF made up 0.05% of Planning Project LLC's portfolio in Q4 2025, its #33 holding.
1,329 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.