Benjamin Edwards Inc’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Benjamin Edwards Inc’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	$1.22M	Buy	3,540 +1,162	+49%	+$388K	0.01%	737
2026 Q1	$712K	Buy	2,378 +95	+4%	+$29.7K	0.01%	867
2025 Q4	$720K	Buy	2,283 +355	+18%	+$111K	0.01%	824
2025 Q3	$595K	Sell	1,928 -3	-0.2%	-$888	0.01%	877
2025 Q2	$551K	Buy	1,931 +209	+12%	+$55.1K	0.01%	823
2025 Q1	$443K	Buy	1,722 +454	+36%	+$123K	0.01%	825
2024 Q4	$343K	Buy	1,268 +38	+3%	+$10.3K	﹤0.01%	945
2024 Q3	$325K	Buy	+1,230	New	+$312K	﹤0.01%	926
2024 Q2	–	Sell	-61	Closed	-$15K	–	776
2024 Q1	$15K	Buy	+61	New	+$14K	﹤0.01%	608
2023 Q1	–	Sell	-80	Closed	-$14K	–	769
2022 Q4	$14K	Hold	80	–	–	﹤0.01%	553
2022 Q3	$13K	Buy	80 +1	+1%	+$182	﹤0.01%	543
2022 Q2	$14K	Buy	+79	New	+$14.8K	﹤0.01%	552

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

Benjamin Edwards Inc's VV Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 49% in Q2 2026, buying an estimated $388K and bringing the position to 3,540 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #737.

Benjamin Edwards Inc first reported a position in VV in Q2 2022 and has held it in 12 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Benjamin Edwards Inc held 3,540 shares of Vanguard Morningstar Large-Cap ETF worth $1.22M as of Q2 2026.
Benjamin Edwards Inc bought 1,162 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $388K.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #737 holding.
Benjamin Edwards Inc first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2022 and has held it in 12 quarters since.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.