Retirement Planning Group (Kansas)’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Retirement Planning Group (Kansas)’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	$2.42M	Sell	7,025 -391	-5%	-$130K	0.06%	135
2026 Q1	$2.22M	Buy	+7,416	New	+$2.32M	0.07%	124

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

Retirement Planning Group (Kansas)'s VV Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 5.3% in Q2 2026, selling an estimated $130K and leaving 7,025 shares worth $2.42M. The position accounts for 0.06% of the portfolio, ranked #135.

Retirement Planning Group (Kansas) first reported a position in VV in Q1 2026 and has held it in 2 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Retirement Planning Group (Kansas) held 7,025 shares of Vanguard Morningstar Large-Cap ETF worth $2.42M as of Q2 2026.
Retirement Planning Group (Kansas) sold 391 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $130K.
Vanguard Morningstar Large-Cap ETF made up 0.06% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #135 holding.
Retirement Planning Group (Kansas) first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2026 and has held it in 2 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.