Astoria Strategic Wealth’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Astoria Strategic Wealth’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	$1.02M	Hold	2,967	–	–	0.23%	24
2026 Q1	$887K	Buy	2,967 +2	+0.1%	+$626	0.23%	24
2025 Q4	$933K	Hold	2,965	–	–	0.23%	24
2025 Q3	$913K	Sell	2,965 -4	-0.1%	-$1.18K	0.23%	24
2025 Q2	$847K	Buy	+2,969	New	+$782K	0.23%	24
2020 Q1	–	Sell	-6,238	Closed	-$928K	–	37
2019 Q4	$928K	Buy	+6,238	New	+$882K	0.66%	18

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

Astoria Strategic Wealth's VV Position: Q2 2026 in Review

Astoria Strategic Wealth held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 2,967 shares worth $1.02M. The position accounts for 0.23% of the portfolio, ranked #24.

Astoria Strategic Wealth first reported a position in VV in Q4 2019 and has held it in 6 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Astoria Strategic Wealth held 2,967 shares of Vanguard Morningstar Large-Cap ETF worth $1.02M as of Q2 2026.
Astoria Strategic Wealth left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.23% of Astoria Strategic Wealth's portfolio in Q2 2026, its #24 holding.
Astoria Strategic Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 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 Astoria Strategic Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.