Schaeffer Financial’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Schaeffer Financial’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 Q1	$243K	Hold	814	–	–	0.2%	20
2025 Q4	$256K	Hold	814	–	–	0.22%	18
2025 Q3	$251K	Buy	814 +57	+8%	+$16.9K	0.23%	16
2025 Q2	$216K	Buy	+757	New	+$199K	0.21%	17
2025 Q1	–	Sell	-757	Closed	-$204K	–	19
2024 Q4	$204K	Buy	+757	New	+$205K	0.2%	18

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Schaeffer Financial's VV Position: Q1 2026 in Review

Schaeffer Financial held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q1 2026 at 814 shares worth $243K. The position accounts for 0.2% of the portfolio, ranked #20.

Schaeffer Financial first reported a position in VV in Q4 2024 and has held it in 5 quarters since. The position peaked at $256K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Schaeffer Financial held 814 shares of Vanguard Morningstar Large-Cap ETF worth $243K as of Q1 2026.
Schaeffer Financial left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Large-Cap ETF made up 0.2% of Schaeffer Financial's portfolio in Q1 2026, its #20 holding.
Schaeffer Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 5 quarters since.
Schaeffer Financial's Vanguard Morningstar Large-Cap ETF position peaked at $256K in Q4 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Schaeffer Financial's 13F filing for Q1 2026, filed 27 Apr 2026.