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

Prosperity 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 		$410K Sell
1,192
-50
-4% -$16.7K 0.09% 86
2026
Q1 		$371K Sell
1,242
-12
-1% -$3.75K 0.09% 86
2025
Q4 		$395K Hold
1,254
– – 0.1% 83
2025
Q3 		$386K Sell
1,254
-217
-15% -$64.3K 0.1% 82
2025
Q2 		$420K Sell
1,471
-26
-2% -$6.85K 0.12% 80
2025
Q1 		$385K Hold
1,497
– – 0.12% 79
2024
Q4 		$404K Sell
1,497
-59
-4% -$16K 0.13% 75
2024
Q3 		$410K Buy
1,556
+9
+0.6% +$2.28K 0.13% 76
2024
Q2 		$386K Hold
1,547
– – 0.13% 78
2024
Q1 		$371K Sell
1,547
-89
-5% -$20.4K 0.13% 77
2023
Q4 		$357K Sell
1,636
-64
-4% -$13.1K 0.13% 77
2023
Q3 		$333K Sell
1,700
-35
-2% -$7.13K 0.14% 72
2023
Q2 		$352K Sell
1,735
-220
-11% -$42.2K 0.15% 71
2023
Q1 		$365K Hold
1,955
– – 0.16% 71
2022
Q4 		$341K Hold
1,955
– – 0.17% 67
2022
Q3 		$320K Sell
1,955
-142
-7% -$25.8K 0.17% 70
2022
Q2 		$343K Hold
2,097
– – 0.18% 62
2022
Q1 		$432K Hold
2,097
– – 0.21% 57
2021
Q4 		$463K Hold
2,097
– – 0.23% 56
2021
Q3 		$421K Sell
2,097
-175
-8% -$36.2K 0.23% 57
2021
Q2 		$456K Sell
2,272
-86
-4% -$16.8K 0.28% 50
2021
Q1 		$437K Sell
2,358
-217
-8% -$39.3K 0.31% 51
2020
Q4 		$453K Buy
+2,575
New +$428K 0.38% 44

Other funds holding VV

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AH
Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Prosperity Planning's VV Position: Q2 2026 in Review

Prosperity Planning reduced its Vanguard Large-Cap ETF (VV) stake by 4% in Q2 2026, selling an estimated $16.7K and leaving 1,192 shares worth $410K. The position accounts for 0.09% of the portfolio, ranked #86.

Prosperity Planning first reported a position in VV in Q4 2020 and has held it in 23 quarters since. The position peaked at $463K in Q4 2021. 366 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Prosperity Planning held 1,192 shares of Vanguard Large-Cap ETF worth $410K as of Q2 2026.
  • Prosperity Planning sold 50 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $16.7K.
  • Vanguard Large-Cap ETF made up 0.09% of Prosperity Planning's portfolio in Q2 2026, its #86 holding.
  • Prosperity Planning first reported a position in Vanguard Large-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Prosperity Planning's Vanguard Large-Cap ETF position peaked at $463K in Q4 2021.
  • 366 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.