WR Wealth Planners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

WR Wealth Planners’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
2024 Q4	$4.58K	Buy	+17	New	+$4.61K	﹤0.01%	717

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

WR Wealth Planners's VV Position: Q4 2024 in Review

WR Wealth Planners opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q4 2024: 17 shares worth $4.58K. The stake represents ﹤0.01% of the portfolio and ranks #717 among its holdings.

1,183 funds tracked by Wall St. Rank hold VV as of Q4 2024.

WR Wealth Planners held 17 shares of Vanguard Morningstar Large-Cap ETF worth $4.58K as of Q4 2024.
Vanguard Morningstar Large-Cap ETF was a new WR Wealth Planners position in Q4 2024.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #717 holding.
1,183 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.