Beaird Harris Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Beaird Harris Wealth Management’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	$181K	Hold	526	–	–	0.01%	147
2026 Q1	$157K	Buy	526 +76	+17%	+$23.8K	0.01%	148
2025 Q4	$142K	Hold	450	–	–	0.01%	160
2025 Q3	$139K	Hold	450	–	–	0.01%	154
2025 Q2	$128K	Sell	450 -10	-2%	-$2.63K	0.01%	160
2025 Q1	$118K	Hold	460	–	–	0.01%	152
2024 Q4	$124K	Hold	460	–	–	0.01%	152
2024 Q3	$121K	Hold	460	–	–	0.01%	159
2024 Q2	$115K	Sell	460 -19	-4%	-$4.56K	0.01%	155
2024 Q1	$115K	Buy	479 +19	+4%	+$4.35K	0.01%	149
2023 Q4	$100K	Sell	460 -78	-14%	-$15.9K	0.01%	141
2023 Q3	$105K	Sell	538 -165	-23%	-$33.6K	0.01%	126
2023 Q2	$143K	Hold	703	–	–	0.02%	118
2023 Q1	$131K	Buy	703 +79	+13%	+$14.4K	0.02%	113
2022 Q4	$109K	Hold	624	–	–	0.02%	126
2022 Q3	$102K	Hold	624	–	–	0.02%	113
2022 Q2	$108K	Buy	624 +1	+0.2%	+$188	0.03%	90
2022 Q1	$130K	Buy	623 +17	+3%	+$3.49K	0.05%	111
2021 Q4	$134K	Buy	+606	New	+$130K	0.05%	139

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

Beaird Harris Wealth Management's VV Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 526 shares worth $181K. The position accounts for 0.01% of the portfolio, ranked #147.

Beaird Harris Wealth Management first reported a position in VV in Q4 2021 and has held it in 19 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Beaird Harris Wealth Management held 526 shares of Vanguard Morningstar Large-Cap ETF worth $181K as of Q2 2026.
Beaird Harris Wealth Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #147 holding.
Beaird Harris Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.