Beacon Financial Advisory’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Beacon Financial Advisory’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
2025 Q4	–	Sell	-688	Closed	-$212K	–	406
2025 Q3	$212K	Buy	+688	New	+$204K	0.05%	356
2025 Q1	–	Sell	-996	Closed	-$269K	–	338
2024 Q4	$269K	Buy	996 +171	+21%	+$46.3K	0.09%	245
2024 Q3	$217K	Buy	+825	New	+$209K	0.07%	271

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Beacon Financial Advisory's VV Position: Q4 2025 in Review

Beacon Financial Advisory sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2025, closing a stake of 688 shares — an estimated $212K sold.

Beacon Financial Advisory first reported a position in VV in Q3 2024 and held it in 3 quarters. The position peaked at $269K in Q4 2024. 1,329 funds tracked by Wall St. Rank hold VV as of Q4 2025.

Beacon Financial Advisory reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2025 after selling out during the quarter.
Beacon Financial Advisory sold 688 Vanguard Morningstar Large-Cap ETF shares in Q4 2025, an estimated $212K.
Beacon Financial Advisory first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and held it in 3 quarters.
Beacon Financial Advisory's Vanguard Morningstar Large-Cap ETF position peaked at $269K in Q4 2024.
1,329 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2025.

Based on Beacon Financial Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.