Bearing Point Capital’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Bearing Point Capital’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	$486K	Buy	1,413 +95	+7%	+$31.7K	0.07%	157
2026 Q1	$394K	Sell	1,318 -3,346	-72%	-$1.05M	0.06%	141
2025 Q4	$1.47M	Sell	4,664 -284	-6%	-$88.7K	0.23%	83
2025 Q3	$1.52M	Sell	4,948 -444	-8%	-$131K	0.26%	75
2025 Q2	$1.54M	Sell	5,392 -78	-1%	-$20.6K	0.28%	72
2025 Q1	$1.41M	Sell	5,470 -760	-12%	-$206K	0.3%	75
2024 Q4	$1.68M	Buy	+6,230	New	+$1.69M	0.35%	73

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

Bearing Point Capital's VV Position: Q2 2026 in Review

Bearing Point Capital increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 7.2% in Q2 2026, buying an estimated $31.7K and bringing the position to 1,413 shares worth $486K. The position accounts for 0.07% of the portfolio, ranked #157.

Bearing Point Capital first reported a position in VV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.68M in Q4 2024. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Bearing Point Capital held 1,413 shares of Vanguard Morningstar Large-Cap ETF worth $486K as of Q2 2026.
Bearing Point Capital bought 95 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $31.7K.
Vanguard Morningstar Large-Cap ETF made up 0.07% of Bearing Point Capital's portfolio in Q2 2026, its #157 holding.
Bearing Point Capital first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Bearing Point Capital's Vanguard Morningstar Large-Cap ETF position peaked at $1.68M in Q4 2024.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.