Valtinson Bruner Financial Planning’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Valtinson Bruner Financial 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	$319K	Hold	928	–	–	0.08%	130
2026 Q1	$277K	Hold	928	–	–	0.08%	133
2025 Q4	$292K	Hold	928	–	–	0.08%	125
2025 Q3	$286K	Hold	928	–	–	0.08%	126
2025 Q2	$265K	Sell	928 -186	-17%	-$49K	0.08%	122
2025 Q1	$286K	Hold	1,114	–	–	0.1%	107
2024 Q4	$300K	Hold	1,114	–	–	0.1%	110
2024 Q3	$293K	Hold	1,114	–	–	0.1%	109
2024 Q2	$278K	Hold	1,114	–	–	0.11%	103
2024 Q1	$267K	Hold	1,114	–	–	0.11%	100
2023 Q4	$243K	Hold	1,114	–	–	0.12%	103
2023 Q3	$218K	Hold	1,114	–	–	0.12%	108
2023 Q2	$226K	Sell	1,114 -53	-5%	-$10.2K	0.12%	104
2023 Q1	$218K	Buy	+1,167	New	+$212K	0.12%	109

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

Valtinson Bruner Financial Planning's VV Position: Q2 2026 in Review

Valtinson Bruner Financial Planning held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 928 shares worth $319K. The position accounts for 0.08% of the portfolio, ranked #130.

Valtinson Bruner Financial Planning first reported a position in VV in Q1 2023 and has held it in 14 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Valtinson Bruner Financial Planning held 928 shares of Vanguard Morningstar Large-Cap ETF worth $319K as of Q2 2026.
Valtinson Bruner Financial Planning left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.08% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #130 holding.
Valtinson Bruner Financial Planning first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2023 and has held it in 14 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.