Bernardo Wealth Planning’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Bernardo Wealth Planning’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	$743K	Hold	2,160	–	–	0.13%	72
2026 Q1	$646K	Hold	2,160	–	–	0.13%	69
2025 Q4	$680K	Hold	2,160	–	–	0.13%	67
2025 Q3	$665K	Hold	2,160	–	–	0.13%	62
2025 Q2	$616K	Hold	2,160	–	–	0.13%	65
2025 Q1	$555K	Hold	2,160	–	–	0.13%	63
2024 Q4	$578K	Hold	2,160	–	–	0.14%	57
2024 Q3	$577K	Hold	2,160	–	–	0.14%	59
2024 Q2	$539K	Hold	2,160	–	–	0.15%	57
2024 Q1	$518K	Hold	2,160	–	–	0.14%	59
2023 Q4	$471K	Hold	2,160	–	–	0.15%	57
2023 Q3	$423K	Hold	2,160	–	–	0.17%	55
2023 Q2	$438K	Hold	2,160	–	–	0.17%	56
2023 Q1	$404K	Hold	2,160	–	–	0.17%	57
2022 Q4	$376K	Hold	2,160	–	–	0.18%	58
2022 Q3	$369K	Hold	2,160	–	–	0.21%	54
2022 Q2	$372K	Hold	2,160	–	–	0.21%	54
2022 Q1	$450K	Hold	2,160	–	–	0.22%	52
2021 Q4	$477K	Hold	2,160	–	–	0.23%	47
2021 Q3	$433K	Hold	2,160	–	–	0.25%	47
2021 Q2	$433K	Hold	2,160	–	–	0.26%	49
2021 Q1	$400K	Sell	2,160 -435	-17%	-$78.8K	0.25%	49
2020 Q4	$456K	Hold	2,595	–	–	0.18%	103
2020 Q3	$405K	Sell	2,595 -1,983	-43%	-$306K	0.18%	96
2020 Q2	$654K	Hold	4,578	–	–	0.35%	56
2020 Q1	$542K	Sell	4,578 -194	-4%	-$27.3K	0.38%	67
2019 Q4	$705K	Hold	4,772	–	–	0.43%	53
2019 Q3	$650K	Hold	4,772	–	–	0.47%	48
2019 Q2	$643K	Hold	4,772	–	–	0.5%	48
2019 Q1	$619K	Buy	4,772 +281	+6%	+$35.1K	0.49%	51
2018 Q4	$516K	Buy	+4,491	New	+$556K	0.46%	51

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

Bernardo Wealth Planning's VV Position: Q2 2026 in Review

Bernardo Wealth Planning held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 2,160 shares worth $743K. The position accounts for 0.13% of the portfolio, ranked #72.

Bernardo Wealth Planning first reported a position in VV in Q4 2018 and has held it in 31 quarters since. 1,370 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Bernardo Wealth Planning held 2,160 shares of Vanguard Morningstar Large-Cap ETF worth $743K as of Q2 2026.
Bernardo Wealth Planning left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.13% of Bernardo Wealth Planning's portfolio in Q2 2026, its #72 holding.
Bernardo Wealth Planning first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2018 and has held it in 31 quarters since.
1,370 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.