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

Bellwether 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 		$256K Hold
745
– – 0.04% 153
2026
Q1 		$223K Sell
745
-12
-2% -$3.75K 0.04% 151
2025
Q4 		$238K Sell
757
-117
-13% -$36.5K 0.04% 125
2025
Q3 		$269K Sell
874
-186
-18% -$55.1K 0.04% 121
2025
Q2 		$302K Hold
1,060
– – 0.05% 102
2025
Q1 		$272K Hold
1,060
– – 0.06% 104
2024
Q4 		$286K Sell
1,060
-34
-3% -$9.21K 0.05% 111
2024
Q3 		$288K Hold
1,094
– – 0.06% 102
2024
Q2 		$273K Hold
1,094
– – 0.06% 102
2024
Q1 		$262K Hold
1,094
– – 0.06% 108
2023
Q4 		$239K Sell
1,094
-156
-12% -$31.9K 0.06% 107
2023
Q3 		$245K Sell
1,250
-9
-0.7% -$1.83K 0.07% 104
2023
Q2 		$255K Hold
1,259
– – 0.08% 79
2023
Q1 		$235K Sell
1,259
-390
-24% -$71K 0.06% 117
2022
Q4 		$287K Sell
1,649
-56
-3% -$9.82K 0.08% 107
2022
Q3 		$278K Sell
1,705
-180
-10% -$32.7K 0.09% 93
2022
Q2 		$324K Sell
1,885
-1,169
-38% -$219K 0.1% 100
2022
Q1 		$636K Sell
3,054
-241
-7% -$49.5K 0.19% 86
2021
Q4 		$728K Sell
3,295
-76
-2% -$16.3K 0.23% 72
2021
Q3 		$677K Sell
3,371
-78
-2% -$16.1K 0.23% 76
2021
Q2 		$692K Sell
3,449
-12
-0.3% -$2.34K 0.24% 79
2021
Q1 		$641K Sell
3,461
-697
-17% -$126K 0.25% 65
2020
Q4 		$730K Buy
+4,158
New +$691K 0.32% 54

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bellwether Advisors's VV Position: Q2 2026 in Review

Bellwether Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 745 shares worth $256K. The position accounts for 0.04% of the portfolio, ranked #153.

Bellwether Advisors first reported a position in VV in Q4 2020 and has held it in 23 quarters since. The position peaked at $730K in Q4 2020. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Bellwether Advisors held 745 shares of Vanguard Morningstar Large-Cap ETF worth $256K as of Q2 2026.
  • Bellwether Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.04% of Bellwether Advisors's portfolio in Q2 2026, its #153 holding.
  • Bellwether Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Bellwether Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $730K in Q4 2020.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.