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

Beacon Investment Advisory Services’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	$201K	Sell	585 -2	-0.3%	-$667	0.01%	252
2026 Q1	$175K	Buy	+587	New	+$184K	0.01%	262
2022 Q1	–	Sell	-951	Closed	-$210K	–	312
2021 Q4	$210K	Buy	+951	New	+$204K	0.01%	297

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 Investment Advisory Services's VV Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.34% in Q2 2026, selling an estimated $667 and leaving 585 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #252.

Beacon Investment Advisory Services first reported a position in VV in Q4 2021 and has held it in 3 quarters since. The position peaked at $210K in Q4 2021. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Beacon Investment Advisory Services held 585 shares of Vanguard Morningstar Large-Cap ETF worth $201K as of Q2 2026.
Beacon Investment Advisory Services sold 2 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $667.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #252 holding.
Beacon Investment Advisory Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 3 quarters since.
Beacon Investment Advisory Services's Vanguard Morningstar Large-Cap ETF position peaked at $210K in Q4 2021.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.