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 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

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

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

XY Planning Network increased its Vanguard Morningstar 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. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

XY Planning Network held 2,421 shares of Vanguard Morningstar Large-Cap ETF worth $832K as of Q2 2026.
XY Planning Network bought 2 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $667.
Vanguard Morningstar 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 Morningstar Large-Cap ETF in Q1 2025 and has held it in 6 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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