Balanced Rock Investment Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Balanced Rock Investment Advisors’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	$2.61M	Sell	7,579 -383	-5%	-$128K	1.63%	23
2026 Q1	$2.38M	Buy	7,962 +198	+3%	+$62K	1.67%	22
2025 Q4	$2.44M	Sell	7,764 -28	-0.4%	-$8.74K	1.74%	22
2025 Q3	$2.4M	Sell	7,792 -241	-3%	-$71.4K	1.75%	19
2025 Q2	$2.29M	Buy	8,033 +1,786	+29%	+$471K	1.8%	19
2025 Q1	$1.61M	Buy	6,247 +177	+3%	+$47.9K	1.28%	25
2024 Q4	$1.64M	Buy	6,070 +338	+6%	+$91.6K	1.3%	25
2024 Q3	$1.51M	Sell	5,732 -121	-2%	-$30.7K	1.18%	26
2024 Q2	$1.46M	Buy	5,853 +273	+5%	+$65.6K	1.23%	24
2024 Q1	$1.34M	Buy	5,580 +2,474	+80%	+$566K	1.14%	27
2023 Q4	$678K	Buy	+3,106	New	+$635K	0.6%	38

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

Balanced Rock Investment Advisors's VV Position: Q2 2026 in Review

Balanced Rock Investment Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.8% in Q2 2026, selling an estimated $128K and leaving 7,579 shares worth $2.61M. The position accounts for 1.63% of the portfolio, ranked #23.

Balanced Rock Investment Advisors first reported a position in VV in Q4 2023 and has held it in 11 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Balanced Rock Investment Advisors held 7,579 shares of Vanguard Morningstar Large-Cap ETF worth $2.61M as of Q2 2026.
Balanced Rock Investment Advisors sold 383 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $128K.
Vanguard Morningstar Large-Cap ETF made up 1.63% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #23 holding.
Balanced Rock Investment Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.