Beese Fulmer Investment Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Beese Fulmer Investment 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	$395K	Sell	1,148 -14	-1%	-$4.67K	0.02%	244
2026 Q1	$347K	Sell	1,162 -951	-45%	-$298K	0.02%	277
2025 Q4	$665K	Buy	2,113 +824	+64%	+$257K	0.04%	171
2025 Q3	$397K	Buy	1,289 +2	+0.2%	+$592	0.03%	214
2025 Q2	$367K	Buy	+1,287	New	+$339K	0.03%	216
2022 Q1	–	Sell	-957	Closed	-$212K	–	248
2021 Q4	$212K	Buy	+957	New	+$205K	0.02%	227
2020 Q3	–	Sell	-557	Closed	-$80K	–	539
2020 Q2	$80K	Buy	+557	New	+$75.3K	0.01%	266

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

Beese Fulmer Investment Management's VV Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.2% in Q2 2026, selling an estimated $4.67K and leaving 1,148 shares worth $395K. The position accounts for 0.02% of the portfolio, ranked #244.

Beese Fulmer Investment Management first reported a position in VV in Q2 2020 and has held it in 7 quarters since. The position peaked at $665K in Q4 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Beese Fulmer Investment Management held 1,148 shares of Vanguard Morningstar Large-Cap ETF worth $395K as of Q2 2026.
Beese Fulmer Investment Management sold 14 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $4.67K.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #244 holding.
Beese Fulmer Investment Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2020 and has held it in 7 quarters since.
Beese Fulmer Investment Management's Vanguard Morningstar Large-Cap ETF position peaked at $665K in Q4 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.