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 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

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

Summit Wealth & Retirement Planning's VV Position: Q2 2026 in Review

Summit Wealth & Retirement Planning held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,006 shares worth $346K. 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 12 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Summit Wealth & Retirement Planning held 1,006 shares of Vanguard Morningstar Large-Cap ETF worth $346K as of Q2 2026.
Summit Wealth & Retirement Planning left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.07% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #85 holding.
Summit Wealth & Retirement Planning first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2023 and has held it in 12 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.