Summit Wealth & Retirement Planning’s Vanguard Large-Cap ETF VV Stock Holding History

Summit Wealth & Retirement 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 Q1	$301K	Hold	1,006	–	–	0.07%	85
2025 Q4	$317K	Hold	1,006	–	–	0.07%	80
2025 Q3	$310K	Hold	1,006	–	–	0.08%	79
2025 Q2	$287K	Hold	1,006	–	–	0.08%	80
2025 Q1	$259K	Hold	1,006	–	–	0.08%	63
2024 Q4	$271K	Hold	1,006	–	–	0.08%	61
2024 Q3	$265K	Hold	1,006	–	–	0.08%	54
2024 Q2	$251K	Hold	1,006	–	–	0.09%	56
2024 Q1	$241K	Hold	1,006	–	–	0.09%	58
2023 Q4	$219K	Buy	+1,006	New	+$206K	0.09%	53
2023 Q3	–	Sell	-1,006	Closed	-$204K	–	59
2023 Q2	$204K	Buy	+1,006	New	+$193K	0.08%	58

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

Summit Wealth & Retirement Planning's VV Position: Q1 2026 in Review

Summit Wealth & Retirement Planning held its Vanguard Large-Cap ETF (VV) position steady in Q1 2026 at 1,006 shares worth $301K. The position accounts for 0.07% of the portfolio, ranked #85.

Summit Wealth & Retirement Planning first reported a position in VV in Q2 2023 and has held it in 11 quarters since. The position peaked at $317K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Summit Wealth & Retirement Planning held 1,006 shares of Vanguard Large-Cap ETF worth $301K as of Q1 2026.
Summit Wealth & Retirement Planning left its Vanguard Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Large-Cap ETF made up 0.07% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #85 holding.
Summit Wealth & Retirement Planning first reported a position in Vanguard Large-Cap ETF in Q2 2023 and has held it in 11 quarters since.
Summit Wealth & Retirement Planning's Vanguard Large-Cap ETF position peaked at $317K in Q4 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.