XY Planning Network
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XY Planning Network’s Vanguard Morningstar 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
Q3 		$851K Sell
2,418
-3
-0.1% -$1.05K 0.09% 172
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

Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Financial Planning Navigators
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return
Addis & Hill
Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

XY Planning Network's VV Position: Q3 2026 in Review

XY Planning Network reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.12% in Q3 2026, selling an estimated $1.05K and leaving 2,418 shares worth $851K. The position accounts for 0.09% of the portfolio, ranked #172.

XY Planning Network first reported a position in VV in Q1 2025 and has held it in 7 quarters since. 474 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • XY Planning Network held 2,418 shares of Vanguard Morningstar Large-Cap ETF worth $851K as of Q3 2026.
  • XY Planning Network sold 3 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $1.05K.
  • Vanguard Morningstar Large-Cap ETF made up 0.09% of XY Planning Network's portfolio in Q3 2026, its #172 holding.
  • XY Planning Network first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2025 and has held it in 7 quarters since.
  • 474 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.