Total Wealth Planning’s Vanguard Large-Cap ETF VV Stock Holding History

Total Wealth 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
2025 Q2	–	Sell	-1,167	Closed	-$300K	–	106
2025 Q1	$300K	Hold	1,167	–	–	0.05%	78
2024 Q4	$315K	Sell	1,167 -229	-16%	-$62.1K	0.05%	77
2024 Q3	$368K	Hold	1,396	–	–	0.06%	74
2024 Q2	$362K	Hold	1,396	–	–	0.06%	73
2024 Q1	$335K	Sell	1,396 -68	-5%	-$15.6K	0.06%	77
2023 Q4	$319K	Buy	1,464 +84	+6%	+$17.2K	0.06%	78
2023 Q3	$270K	Hold	1,380	–	–	0.06%	78
2023 Q2	$280K	Sell	1,380 -58	-4%	-$11.1K	0.06%	74
2023 Q1	$269K	Hold	1,438	–	–	0.06%	74
2022 Q4	$251K	Sell	1,438 -451	-24%	-$79.1K	0.06%	74
2022 Q3	$309K	Sell	1,889 -4,422	-70%	-$804K	0.09%	68
2022 Q2	$1.09M	Sell	6,311 -1,736	-22%	-$326K	0.31%	41
2022 Q1	$1.68M	Buy	+8,047	New	+$1.65M	0.45%	37

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Total Wealth Planning's VV Position: Q2 2025 in Review

Total Wealth Planning sold out of Vanguard Large-Cap ETF (VV) in Q2 2025, closing a stake of 1,167 shares — an estimated $300K sold.

Total Wealth Planning first reported a position in VV in Q1 2022 and held it in 13 quarters. The position peaked at $1.68M in Q1 2022. 1,226 funds tracked by Wall St. Rank hold VV as of Q2 2025.

Total Wealth Planning reported no remaining Vanguard Large-Cap ETF position as of Q2 2025 after selling out during the quarter.
Total Wealth Planning sold 1,167 Vanguard Large-Cap ETF shares in Q2 2025, an estimated $300K.
Total Wealth Planning first reported a position in Vanguard Large-Cap ETF in Q1 2022 and held it in 13 quarters.
Total Wealth Planning's Vanguard Large-Cap ETF position peaked at $1.68M in Q1 2022.
1,226 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2025.

Based on Total Wealth Planning's 13F filing for Q2 2025, filed 15 Jul 2025.