BKM Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

BKM Wealth Management’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	$372K	Sell	1,082 -96	-8%	-$32K	0.13%	116
2026 Q1	$352K	Sell	1,178 -6	-0.5%	-$1.88K	0.13%	118
2025 Q4	$373K	Hold	1,184	–	–	0.14%	115
2025 Q3	$365K	Sell	1,184 -1	-0.1%	-$296	0.13%	116
2025 Q2	$338K	Hold	1,185	–	–	0.13%	122
2025 Q1	$305K	Hold	1,185	–	–	0.13%	126
2024 Q4	$320K	Sell	1,185 -89	-7%	-$24.1K	0.13%	130
2024 Q3	$335K	Sell	1,274 -12	-0.9%	-$3.04K	0.14%	126
2024 Q2	$321K	Hold	1,286	–	–	0.15%	125
2024 Q1	$308K	Sell	1,286 -1,372	-52%	-$314K	0.13%	132
2023 Q4	$580K	Buy	+2,658	New	+$543K	0.25%	92

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

BKM Wealth Management's VV Position: Q2 2026 in Review

BKM Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 8.1% in Q2 2026, selling an estimated $32K and leaving 1,082 shares worth $372K. The position accounts for 0.13% of the portfolio, ranked #116.

BKM Wealth Management first reported a position in VV in Q4 2023 and has held it in 11 quarters since. The position peaked at $580K in Q4 2023. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

BKM Wealth Management held 1,082 shares of Vanguard Morningstar Large-Cap ETF worth $372K as of Q2 2026.
BKM Wealth Management sold 96 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $32K.
Vanguard Morningstar Large-Cap ETF made up 0.13% of BKM Wealth Management's portfolio in Q2 2026, its #116 holding.
BKM Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $580K in Q4 2023.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.