Birchbrook
VV icon

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

Birchbrook’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
Q3 		$11.3K Hold
32
– – 0.01% 193
2026
Q2 		$11K Buy
+32
New +$10.7K 0.01% 201

Other funds holding VV

National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return
Garde Capital
Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Trust Point Inc
Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Hurlow Wealth Management Group
Hurlow Wealth Management Group Bloomington, Indiana $480M AUM 12.37% 1-Year Est. Return

Birchbrook's VV Position: Q3 2026 in Review

Birchbrook held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 32 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #193.

Birchbrook first reported a position in VV in Q2 2026 and has held it in 2 quarters since. 655 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Birchbrook held 32 shares of Vanguard Morningstar Large-Cap ETF worth $11.3K as of Q3 2026.
  • Birchbrook left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Birchbrook's portfolio in Q3 2026, its #193 holding.
  • Birchbrook first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • 655 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.