WealthPlan Investment Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

WealthPlan Investment Management’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	$1.17M	Buy	3,396 +94	+3%	+$31.4K	0.06%	219
2026 Q1	$987K	Buy	3,302 +1,073	+48%	+$336K	0.06%	220
2025 Q4	$702K	Buy	2,229 +798	+56%	+$249K	0.04%	221
2025 Q3	$440K	Buy	1,431 +3	+0.2%	+$888	0.03%	240
2025 Q2	$407K	Buy	1,428 +39	+3%	+$10.3K	0.03%	261
2025 Q1	$357K	Buy	1,389 +4	+0.3%	+$1.08K	0.04%	205
2024 Q4	$374K	Hold	1,385	–	–	0.04%	198
2024 Q3	$365K	Buy	+1,385	New	+$351K	0.04%	180
2024 Q1	–	Sell	-1,385	Closed	-$302K	–	204
2023 Q4	$302K	Buy	+1,385	New	+$283K	0.05%	152
2023 Q3	–	Sell	-385	Closed	-$78K	–	355
2023 Q2	$78K	Hold	385	–	–	0.02%	170
2023 Q1	$71.9K	Buy	+385	New	+$70.1K	0.01%	220

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

WealthPlan Investment Management's VV Position: Q2 2026 in Review

WealthPlan Investment Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.8% in Q2 2026, buying an estimated $31.4K and bringing the position to 3,396 shares worth $1.17M. The position accounts for 0.06% of the portfolio, ranked #219.

WealthPlan Investment Management first reported a position in VV in Q1 2023 and has held it in 11 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

WealthPlan Investment Management held 3,396 shares of Vanguard Morningstar Large-Cap ETF worth $1.17M as of Q2 2026.
WealthPlan Investment Management bought 94 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $31.4K.
Vanguard Morningstar Large-Cap ETF made up 0.06% of WealthPlan Investment Management's portfolio in Q2 2026, its #219 holding.
WealthPlan Investment Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2023 and has held it in 11 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.