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XY Planning Network’s Vanguard Large-Cap ETF VV Stock Holding History

XY Planning Network’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 		$832K Buy
2,421
+2
+0.1% +$667 0.1% 161
2026
Q1 		$728K Buy
2,419
+1
+0% +$313 0.12% 156
2025
Q4 		$761K Sell
2,418
-51
-2% -$15.9K 0.13% 138
2025
Q3 		$704K Hold
2,469
– – 0.24% 92
2025
Q2 		$704K Buy
2,469
+1,368
+124% +$360K 0.24% 92
2025
Q1 		$283K Buy
+1,101
New +$298K 0.19% 81

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AH
Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

XY Planning Network's VV Position: Q2 2026 in Review

XY Planning Network increased its Vanguard Large-Cap ETF (VV) stake by 0.08% in Q2 2026, buying an estimated $667 and bringing the position to 2,421 shares worth $832K. The position accounts for 0.1% of the portfolio, ranked #161.

XY Planning Network first reported a position in VV in Q1 2025 and has held it in 6 quarters since. 462 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • XY Planning Network held 2,421 shares of Vanguard Large-Cap ETF worth $832K as of Q2 2026.
  • XY Planning Network bought 2 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $667.
  • Vanguard Large-Cap ETF made up 0.1% of XY Planning Network's portfolio in Q2 2026, its #161 holding.
  • XY Planning Network first reported a position in Vanguard Large-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 462 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.