Summit Wealth & Retirement Planning’s Vanguard Morningstar 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 Q3	$354K	Hold	1,006	–	–	0.07%	82
2026 Q2	$346K	Hold	1,006	–	–	0.07%	85
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.61B AUM 12% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Summit Wealth & Retirement Planning's VV Position: Q3 2026 in Review

Summit Wealth & Retirement Planning held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 1,006 shares worth $354K. The position accounts for 0.07% of the portfolio, ranked #82.

Summit Wealth & Retirement Planning first reported a position in VV in Q2 2023 and has held it in 13 quarters since. 1,136 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Summit Wealth & Retirement Planning held 1,006 shares of Vanguard Morningstar Large-Cap ETF worth $354K as of Q3 2026.
Summit Wealth & Retirement Planning left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Large-Cap ETF made up 0.07% of Summit Wealth & Retirement Planning's portfolio in Q3 2026, its #82 holding.
Summit Wealth & Retirement Planning first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2023 and has held it in 13 quarters since.
1,136 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2026, filed 12 Nov 2026.