Planning Strategies Inc.’s Vanguard Large-Cap ETF VV Stock Holding History

Planning Strategies Inc.’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	$4.82K	Buy	+14	New	+$4.67K	﹤0.01%	425

Other funds holding VV

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Planning Strategies Inc.'s VV Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Vanguard Large-Cap ETF (VV) in Q2 2026: 14 shares worth $4.82K. The stake represents ﹤0.01% of the portfolio and ranks #425 among its holdings.

614 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Planning Strategies Inc. held 14 shares of Vanguard Large-Cap ETF worth $4.82K as of Q2 2026.
Vanguard Large-Cap ETF was a new Planning Strategies Inc. position in Q2 2026.
Vanguard Large-Cap ETF made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #425 holding.
614 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.