WealthPLAN Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

WealthPLAN Partners’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	$229K	Buy	+666	New	+$222K	0.04%	203
2024 Q3	–	Sell	-1,216	Closed	-$304K	–	311
2024 Q2	$304K	Sell	1,216 -435	-26%	-$104K	0.03%	251
2024 Q1	$396K	Buy	1,651 +505	+44%	+$116K	0.04%	224
2023 Q4	$250K	Buy	+1,146	New	+$234K	0.03%	286
2023 Q3	–	Sell	-146	Closed	-$29.6K	–	1164
2023 Q2	$29.6K	Hold	146	–	–	﹤0.01%	603
2023 Q1	$27.3K	Buy	+146	New	+$26.6K	﹤0.01%	666

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 Partners's VV Position: Q2 2026 in Review

WealthPLAN Partners opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 666 shares worth $229K. The stake represents 0.04% of the portfolio and ranks #203 among its holdings. This is a return to the name: WealthPLAN Partners previously reported a position in VV as recently as Q2 2024.

WealthPLAN Partners first reported a position in VV in Q1 2023 and has held it in 6 quarters since. The position peaked at $396K in Q1 2024. 1,370 funds tracked by Wall St. Rank hold VV as of Q2 2026.

WealthPLAN Partners held 666 shares of Vanguard Morningstar Large-Cap ETF worth $229K as of Q2 2026.
Vanguard Morningstar Large-Cap ETF was a new WealthPLAN Partners position in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.04% of WealthPLAN Partners's portfolio in Q2 2026, its #203 holding.
WealthPLAN Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2023 and has held it in 6 quarters since.
WealthPLAN Partners's Vanguard Morningstar Large-Cap ETF position peaked at $396K in Q1 2024.
1,370 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.