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Waller Financial Planning Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Waller Financial Planning Group’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 		$265K Buy
769
+1
+0.1% +$334 0.05% 68
2026
Q1 		$230K Sell
768
-113
-13% -$35.4K 0.05% 71
2025
Q4 		$277K Sell
881
-28
-3% -$8.74K 0.06% 66
2025
Q3 		$280K Hold
909
– – 0.06% 66
2025
Q2 		$259K Buy
909
+18
+2% +$4.74K 0.06% 66
2025
Q1 		$229K Buy
891
+1
+0.1% +$271 0.06% 68
2024
Q4 		$240K Buy
890
+2
+0.2% +$542 0.06% 64
2024
Q3 		$234K Hold
888
– – 0.06% 64
2024
Q2 		$222K Hold
888
– – 0.06% 64
2024
Q1 		$213K Buy
+888
New +$203K 0.06% 61
2023
Q1 		– Sell
-1,149
Closed -$200K – 59
2022
Q4 		$200K Buy
+1,149
New +$202K 0.06% 53
2022
Q3 		– Sell
-1,192
Closed -$205K – 60
2022
Q2 		$205K Sell
1,192
-417
-26% -$78.3K 0.06% 48
2022
Q1 		$335K Buy
1,609
+1
+0.1% +$205 0.09% 38
2021
Q4 		$355K Hold
1,608
– – 0.09% 39
2021
Q3 		$323K Sell
1,608
-314
-16% -$64.9K 0.09% 40
2021
Q2 		$386K Buy
1,922
+1
+0.1% +$195 0.1% 38
2021
Q1 		$356K Buy
1,921
+1
+0.1% +$181 0.1% 38
2020
Q4 		$338K Hold
1,920
– – 0.11% 39
2020
Q3 		$300K Sell
1,920
-159
-8% -$24.5K 0.11% 41
2020
Q2 		$297K Sell
2,079
-379
-15% -$51.2K 0.12% 43
2020
Q1 		$291K Sell
2,458
-9,789
-80% -$1.38M 0.15% 39
2019
Q4 		$1.81M Sell
12,247
-34
-0.3% -$4.81K 0.91% 23
2019
Q3 		$1.71M Sell
12,281
-894
-7% -$121K 0.91% 23
2019
Q2 		$1.81M Sell
13,175
-494
-4% -$65.4K 1.01% 21
2019
Q1 		$1.82M Buy
13,669
+1
+0% +$125 1.05% 21
2018
Q4 		$1.57M Buy
+13,668
New +$1.69M 1.09% 24

Other funds holding VV

NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Waller Financial Planning Group's VV Position: Q2 2026 in Review

Waller Financial Planning Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.13% in Q2 2026, buying an estimated $334 and bringing the position to 769 shares worth $265K. The position accounts for 0.05% of the portfolio, ranked #68.

Waller Financial Planning Group first reported a position in VV in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.82M in Q1 2019. 944 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Waller Financial Planning Group held 769 shares of Vanguard Morningstar Large-Cap ETF worth $265K as of Q2 2026.
  • Waller Financial Planning Group bought 1 Vanguard Morningstar Large-Cap ETF share in Q2 2026, an estimated $334.
  • Vanguard Morningstar Large-Cap ETF made up 0.05% of Waller Financial Planning Group's portfolio in Q2 2026, its #68 holding.
  • Waller Financial Planning Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2018 and has held it in 26 quarters since.
  • Waller Financial Planning Group's Vanguard Morningstar Large-Cap ETF position peaked at $1.82M in Q1 2019.
  • 944 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.