Beckerman Institutional’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Beckerman Institutional’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	$673K	Hold	1,957	–	–	0.32%	70
2026 Q1	$585K	Hold	1,957	–	–	0.31%	69
2025 Q4	$616K	Hold	1,957	–	–	0.35%	66
2025 Q3	$602K	Hold	1,957	–	–	0.35%	64
2025 Q2	$558K	Hold	1,957	–	–	0.37%	66
2025 Q1	$503K	Hold	1,957	–	–	0.36%	67
2024 Q4	$528K	Hold	1,957	–	–	0.42%	60
2024 Q3	$515K	Buy	+1,957	New	+$496K	0.43%	57

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

Beckerman Institutional's VV Position: Q2 2026 in Review

Beckerman Institutional held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,957 shares worth $673K. The position accounts for 0.32% of the portfolio, ranked #70.

Beckerman Institutional first reported a position in VV in Q3 2024 and has held it in 8 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Beckerman Institutional held 1,957 shares of Vanguard Morningstar Large-Cap ETF worth $673K as of Q2 2026.
Beckerman Institutional left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.32% of Beckerman Institutional's portfolio in Q2 2026, its #70 holding.
Beckerman Institutional first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.