Beaumont Financial Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Beaumont Financial Advisors’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	$4.15M	Sell	12,072 -67	-0.6%	-$22.4K	0.26%	69
2026 Q1	$3.63M	Sell	12,139 -7	-0.1%	-$2.19K	0.25%	68
2025 Q4	$3.82M	Buy	12,146 +326	+3%	+$102K	0.25%	64
2025 Q3	$3.64M	Sell	11,820 -58	-0.5%	-$17.2K	0.24%	67
2025 Q2	$3.39M	Buy	11,878 +1,016	+9%	+$268K	0.25%	66
2025 Q1	$2.79M	Buy	10,862 +340	+3%	+$92.1K	0.22%	73
2024 Q4	$2.84M	Sell	10,522 -99	-0.9%	-$26.8K	0.21%	74
2024 Q3	$2.8M	Sell	10,621 -70	-0.7%	-$17.8K	0.22%	69
2024 Q2	$2.67M	Buy	10,691 +100	+0.9%	+$24K	0.21%	69
2024 Q1	$2.54M	Buy	10,591 +317	+3%	+$72.5K	0.21%	70
2023 Q4	$2.24M	Sell	10,274 -4	-0%	-$818	0.2%	74
2023 Q3	$2.01M	Sell	10,278 -29	-0.3%	-$5.91K	0.2%	73
2023 Q2	$2.09M	Sell	10,307 -285	-3%	-$54.6K	0.19%	78
2023 Q1	$1.98M	Sell	10,592 -438	-4%	-$79.7K	0.2%	71
2022 Q4	$1.92M	Buy	11,030 +291	+3%	+$51.1K	0.19%	80
2022 Q3	$1.76M	Buy	10,739 +1,045	+11%	+$190K	0.17%	85
2022 Q2	$1.67M	Sell	9,694 -1,514	-14%	-$284K	0.15%	95
2022 Q1	$2.34M	Buy	11,208 +101	+0.9%	+$20.7K	0.18%	99
2021 Q4	$2.46M	Buy	11,107 +70	+0.6%	+$15K	0.18%	85
2021 Q3	$2.22M	Sell	11,037 -436	-4%	-$90.1K	0.17%	92
2021 Q2	$2.3M	Buy	11,473 +522	+5%	+$102K	0.18%	86
2021 Q1	$2.03M	Buy	10,951 +1,896	+21%	+$344K	0.17%	95
2020 Q4	$1.59M	Buy	9,055 +131	+1%	+$21.8K	0.14%	108
2020 Q3	$1.4M	Sell	8,924 -57	-0.6%	-$8.79K	0.13%	113
2020 Q2	$1.28M	Buy	8,981 +543	+6%	+$73.4K	0.13%	121
2020 Q1	$999K	Buy	8,438 +617	+8%	+$86.7K	0.13%	104
2019 Q4	$1.16M	Buy	7,821 +1,124	+17%	+$159K	0.11%	120
2019 Q3	$913K	Buy	6,697 +666	+11%	+$90.4K	0.09%	134
2019 Q2	$813K	Sell	6,031 -197	-3%	-$26.1K	0.08%	131
2019 Q1	$808K	Buy	6,228 +344	+6%	+$43K	0.09%	127
2018 Q4	$676K	Buy	+5,884	New	+$728K	0.11%	104

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

Beaumont Financial Advisors's VV Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.55% in Q2 2026, selling an estimated $22.4K and leaving 12,072 shares worth $4.15M. The position accounts for 0.26% of the portfolio, ranked #69.

Beaumont Financial Advisors first reported a position in VV in Q4 2018 and has held it in 31 quarters since. 1,370 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Beaumont Financial Advisors held 12,072 shares of Vanguard Morningstar Large-Cap ETF worth $4.15M as of Q2 2026.
Beaumont Financial Advisors sold 67 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $22.4K.
Vanguard Morningstar Large-Cap ETF made up 0.26% of Beaumont Financial Advisors's portfolio in Q2 2026, its #69 holding.
Beaumont Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2018 and has held it in 31 quarters since.
1,370 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.