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Beacon Capital Management LLC (Tennessee)’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 		$8.01M Sell
23,303
-1,563
-6% -$521K 1.17% 18
2026
Q1 		$7.43M Sell
24,866
-3,224
-11% -$1.01M 1.31% 12
2025
Q4 		$8.84M Sell
28,090
-1,600
-5% -$500K 1.37% 12
2025
Q3 		$9.14M Sell
29,690
-8,451
-22% -$2.5M 1.3% 16
2025
Q2 		$10.9M Sell
38,141
-14,835
-28% -$3.91M 1.47% 15
2025
Q1 		$13.6M Sell
52,976
-18,185
-26% -$4.93M 1.84% 13
2024
Q4 		$19.2M Sell
71,161
-10,268
-13% -$2.78M 2.5% 9
2024
Q3 		$21.4M Sell
81,429
-5,590
-6% -$1.42M 3.04% 9
2024
Q2 		$21.7M Sell
87,019
-2,814
-3% -$676K 4% 8
2024
Q1 		$21.5M Sell
89,833
-4,840
-5% -$1.11M 4.41% 8
2023
Q4 		$18.5M Sell
94,673
-12,530
-12% -$2.56M 5.21% 5
2023
Q3 		$21.7M Hold
107,203
– – 5.76% 5
2023
Q2 		$21.7M Buy
107,203
+107,040
+65,669% +$20.5M 5.76% 5
2023
Q1 		$30.4K Buy
163
+55
+51% +$10K 0.01% 301
2022
Q4 		$18.8K Buy
+108
New +$18.9K 0.01% 388

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s VV Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 6.3% in Q2 2026, selling an estimated $521K and leaving 23,303 shares worth $8.01M. The position accounts for 1.17% of the portfolio, ranked #18.

Beacon Capital Management LLC (Tennessee) first reported a position in VV in Q4 2022 and has held it in 15 quarters since. The position peaked at $21.7M in Q3 2023. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 23,303 shares of Vanguard Morningstar Large-Cap ETF worth $8.01M as of Q2 2026.
  • Beacon Capital Management LLC (Tennessee) sold 1,563 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $521K.
  • Vanguard Morningstar Large-Cap ETF made up 1.17% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #18 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Beacon Capital Management LLC (Tennessee)'s Vanguard Morningstar Large-Cap ETF position peaked at $21.7M in Q3 2023.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.