Sensible Financial Planning & Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Sensible Financial Planning & Management’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
2024 Q4	–	Sell	-1,560	Closed	-$411K	–	52
2024 Q3	$411K	Buy	+1,560	New	+$396K	0.08%	39
2022 Q4	–	Sell	-1,274	Closed	-$208K	–	48
2022 Q3	$208K	Hold	1,274	–	–	0.05%	42
2022 Q2	$220K	Hold	1,274	–	–	0.06%	46
2022 Q1	$266K	Hold	1,274	–	–	0.07%	39
2021 Q4	$282K	Hold	1,274	–	–	0.08%	40
2021 Q3	$256K	Hold	1,274	–	–	0.08%	40
2021 Q2	$256K	Hold	1,274	–	–	0.09%	40
2021 Q1	$236K	Hold	1,274	–	–	0.09%	42
2020 Q4	$224K	Buy	+1,274	New	+$212K	0.08%	43
2016 Q4	–	Sell	-1,014	Closed	-$101K	–	72
2016 Q3	$101K	Hold	1,014	–	–	0.07%	34
2016 Q2	$97K	Hold	1,014	–	–	0.07%	37
2016 Q1	$95K	Hold	1,014	–	–	0.07%	36
2015 Q4	$95K	Hold	1,014	–	–	0.07%	36
2015 Q3	$89K	Hold	1,014	–	–	0.07%	38
2015 Q2	$96K	Buy	+1,014	New	+$98.2K	0.08%	38
2015 Q1	–	Sell	-1,014	Closed	-$96K	–	67
2014 Q4	$96K	Hold	1,014	–	–	0.1%	38
2014 Q3	$91K	Buy	+1,014	New	+$92.1K	0.08%	34

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Sensible Financial Planning & Management's VV Position: Q4 2024 in Review

Sensible Financial Planning & Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2024, closing a stake of 1,560 shares — an estimated $411K sold.

Sensible Financial Planning & Management first reported a position in VV in Q3 2014 and held it in 17 quarters. The position peaked at $411K in Q3 2024. 1,185 funds tracked by Wall St. Rank hold VV as of Q4 2024.

Sensible Financial Planning & Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2024 after selling out during the quarter.
Sensible Financial Planning & Management sold 1,560 Vanguard Morningstar Large-Cap ETF shares in Q4 2024, an estimated $411K.
Sensible Financial Planning & Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2014 and held it in 17 quarters.
Sensible Financial Planning & Management's Vanguard Morningstar Large-Cap ETF position peaked at $411K in Q3 2024.
1,185 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2024.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2024, filed 7 Feb 2025.