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
2026 Q2	$202K	Buy	+588	New	+$196K	0.04%	412
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 $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

Beacon Financial Advisory's VV Position: Q2 2026 in Review

Beacon Financial Advisory opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 588 shares worth $202K. The stake represents 0.04% of the portfolio and ranks #412 among its holdings. This is a return to the name: Beacon Financial Advisory previously reported a position in VV as recently as Q3 2025.

Beacon Financial Advisory first reported a position in VV in Q3 2024 and has held it in 4 quarters since. The position peaked at $269K in Q4 2024. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Beacon Financial Advisory held 588 shares of Vanguard Morningstar Large-Cap ETF worth $202K as of Q2 2026.
Vanguard Morningstar Large-Cap ETF was a new Beacon Financial Advisory position in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.04% of Beacon Financial Advisory's portfolio in Q2 2026, its #412 holding.
Beacon Financial Advisory first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 4 quarters since.
Beacon Financial Advisory's Vanguard Morningstar Large-Cap ETF position peaked at $269K in Q4 2024.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.