BKM Wealth Management
VV icon

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
Q3 		$462K Buy
1,313
+231
+21% +$80.9K 0.15% 112
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

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
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Financial Planning Navigators
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return
Addis & Hill
Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BKM Wealth Management's VV Position: Q3 2026 in Review

BKM Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 21% in Q3 2026, buying an estimated $80.9K and bringing the position to 1,313 shares worth $462K. The position accounts for 0.15% of the portfolio, ranked #112.

BKM Wealth Management first reported a position in VV in Q4 2023 and has held it in 12 quarters since. The position peaked at $580K in Q4 2023. 487 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • BKM Wealth Management held 1,313 shares of Vanguard Morningstar Large-Cap ETF worth $462K as of Q3 2026.
  • BKM Wealth Management bought 231 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $80.9K.
  • Vanguard Morningstar Large-Cap ETF made up 0.15% of BKM Wealth Management's portfolio in Q3 2026, its #112 holding.
  • BKM Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • BKM Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $580K in Q4 2023.
  • 487 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.