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

Bensler’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	Sell	1,958 -146	-7%	-$48.7K	0.06%	122
2026 Q1	$629K	Sell	2,104 -254	-11%	-$79.5K	0.06%	109
2025 Q4	$742K	Hold	2,358	–	–	0.07%	103
2025 Q3	$726K	Sell	2,358 -419	-15%	-$124K	0.08%	105
2025 Q2	$792K	Buy	+2,777	New	+$732K	0.09%	96
2025 Q1	–	Sell	-762	Closed	-$206K	–	171
2024 Q4	$206K	Buy	+762	New	+$206K	0.02%	160

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

Bensler's VV Position: Q2 2026 in Review

Bensler reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 6.9% in Q2 2026, selling an estimated $48.7K and leaving 1,958 shares worth $673K. The position accounts for 0.06% of the portfolio, ranked #122.

Bensler first reported a position in VV in Q4 2024 and has held it in 6 quarters since. The position peaked at $792K in Q2 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Bensler held 1,958 shares of Vanguard Morningstar Large-Cap ETF worth $673K as of Q2 2026.
Bensler sold 146 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $48.7K.
Vanguard Morningstar Large-Cap ETF made up 0.06% of Bensler's portfolio in Q2 2026, its #122 holding.
Bensler first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Bensler's Vanguard Morningstar Large-Cap ETF position peaked at $792K in Q2 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.